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 | $211,087 | $176,105+19.9% | $159,474+32.4% | $167,536+26.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.79% | 331.91%-325.1pp | 263.68%-256.9pp | 478.82%-472.0pp |
| Employer contribution / active EE | $25,703 | $5,299+385.1% | $4,831+432.1% | $4,839+431.1% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $48 | $12,559-99.6% | $10,802-99.6% | $12,315-99.6% |