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 | $145,506 | $112,131+29.8% | $95,964+51.6% | $158,982-8.5% |
| Participation rate | 95.8% | 79.0%+16.8pp | 77.1%+18.7pp | 82.0%+13.9pp |
| Annual return | 4.44% | 171.19%-166.7pp | 91.64%-87.2pp | 302.99%-298.5pp |
| Employer contribution / active EE | $2,438 | $3,199-23.8% | $2,541-4.1% | $4,763-48.8% |
| Participant deferral / active EE | $5,141 | $4,784+7.5% | $4,167+23.4% | $5,983-14.1% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |