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 | $218,442 | $176,077+24.1% | $159,455+37.0% | $167,518+30.4% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 8.32% | 331.83%-323.5pp | 263.63%-255.3pp | 478.71%-470.4pp |
| Employer contribution / active EE | $6,171 | $5,298+16.5% | $4,830+27.8% | $4,838+27.5% |
| Participant deferral / active EE | $8,461 | $7,751+9.2% | $7,353+15.1% | $6,342+33.4% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |