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 | $139,715 | $157,304-11.2% | $141,197-1.0% | $152,909-8.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.91% | 64.34%-50.4pp | 71.41%-57.5pp | 345.46%-331.6pp |
| Employer contribution / active EE | $3,989 | $5,263-24.2% | $4,736-15.8% | $4,764-16.3% |
| Participant deferral / active EE | $6,896 | $7,111-3.0% | $6,710+2.8% | $5,851+17.8% |
| Admin fee / account holder | $156 | $12,126-98.7% | $10,265-98.5% | $11,601-98.7% |