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 | $213,040 | $167,504+27.2% | $151,628+40.5% | $134,509+58.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.88% | 7.81%-32.7pp | 3.34%-28.2pp | 418.13%-443.0pp |
| Employer contribution / active EE | $8,083 | $6,828+18.4% | $6,165+31.1% | $4,741+70.5% |
| Participant deferral / active EE | $10,722 | $8,985+19.3% | $8,363+28.2% | $6,400+67.5% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |