Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $209,529 | $166,020+26.2% | $164,866+27.1% | $145,959+43.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.55% | 100.08%-93.5pp | 69.97%-63.4pp | 561.95%-555.4pp |
| Employer contribution / active EE | $11,199 | $5,275+112.3% | $4,343+157.9% | $4,661+140.3% |
| Participant deferral / active EE | $10,967 | $6,961+57.5% | $6,033+81.8% | $6,689+64.0% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |