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 | $73,910 | $160,040-53.8% | $147,096-49.8% | $145,877-49.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 7.94% | 98.49%-90.5pp | 419.75%-411.8pp | 551.28%-543.3pp |
| Employer contribution / active EE | $2,270 | $5,289-57.1% | $4,936-54.0% | $4,663-51.3% |
| Participant deferral / active EE | $9,905 | $8,429+17.5% | $8,071+22.7% | $6,691+48.0% |
| Admin fee / account holder | $57 | $15,050-99.6% | $13,005-99.6% | $13,402-99.6% |