Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,856 | $88,754-42.7% | $81,820-37.8% | $145,877-65.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 9.27% | 1031.77%-1022.5pp | 777.93%-768.7pp | 551.28%-542.0pp |
| Employer contribution / active EE | $1,867 | $3,085-39.5% | $2,915-36.0% | $4,663-60.0% |
| Participant deferral / active EE | $2,139 | $4,648-54.0% | $4,323-50.5% | $6,691-68.0% |
| Admin fee / account holder | $146 | $8,424-98.3% | $7,391-98.0% | $13,402-98.9% |