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 | $102,110 | $139,948-27.0% | $121,663-16.1% | $154,746-34.0% |
| Participation rate | 88.9% | 78.0%+10.9pp | 74.5%+14.4pp | 80.7%+8.2pp |
| Annual return | 5.04% | 230.52%-225.5pp | 147.54%-142.5pp | 172.34%-167.3pp |
| Employer contribution / active EE | $7,692 | $3,521+118.5% | $3,020+154.7% | $4,379+75.7% |
| Participant deferral / active EE | $3,748 | $5,629-33.4% | $4,887-23.3% | $6,730-44.3% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |