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 | $36,082 | $185,312-80.5% | $161,489-77.7% | $154,746-76.7% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 3.94% | 103.84%-99.9pp | 89.72%-85.8pp | 172.34%-168.4pp |
| Employer contribution / active EE | $2,943 | $4,769-38.3% | $4,268-31.0% | $4,379-32.8% |
| Participant deferral / active EE | $7,082 | $6,350+11.5% | $5,630+25.8% | $6,730+5.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |