Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $169,325 | $209,336-19.1% | $197,124-14.1% | $137,256+23.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.52% | 48.09%-40.6pp | 44.34%-36.8pp | 220.34%-212.8pp |
| Employer contribution / active EE | $4,352 | $6,591-34.0% | $6,227-30.1% | $4,156+4.7% |
| Participant deferral / active EE | $6,048 | $9,614-37.1% | $9,135-33.8% | $6,407-5.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |