Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $44,495 | $174,379-74.5% | $152,093-70.7% | $138,895-68.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.92% | 74.86%-63.9pp | 66.36%-55.4pp | 145.39%-134.5pp |
| Employer contribution / active EE | $9,793 | $4,652+110.5% | $4,175+134.6% | $4,194+133.5% |
| Participant deferral / active EE | $6,224 | $6,159+1.1% | $5,451+14.2% | $6,396-2.7% |
| Admin fee / account holder | $138 | $16,880-99.2% | $14,497-99.0% | $12,562-98.9% |