Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $81,917 | $175,259-53.3% | $149,723-45.3% | $139,487-41.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 3.96% | 166.82%-162.9pp | 134.50%-130.5pp | 373.84%-369.9pp |
| Employer contribution / active EE | $1,225 | $5,478-77.6% | $4,821-74.6% | $4,755-74.2% |
| Participant deferral / active EE | $15,374 | $6,522+135.7% | $5,682+170.5% | $6,713+129.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |