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 | $169,286 | $183,539-7.8% | $155,556+8.8% | $145,897+16.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.28% | 61.31%-54.0pp | 64.84%-57.6pp | 552.29%-545.0pp |
| Employer contribution / active EE | $1,598 | $5,315-69.9% | $4,675-65.8% | $4,663-65.7% |
| Participant deferral / active EE | $3,129 | $6,467-51.6% | $5,631-44.4% | $6,689-53.2% |
| Admin fee / account holder | $139 | $19,275-99.3% | $15,885-99.1% | $13,390-99.0% |