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 | $162,449 | $176,120-7.8% | $159,487+1.9% | $167,553-3.0% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 4.30% | 331.95%-327.6pp | 263.71%-259.4pp | 478.89%-474.6pp |
| Employer contribution / active EE | $14,162 | $5,299+167.2% | $4,831+193.1% | $4,840+192.6% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $7 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |