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 | $164,456 | $81,749+101.2% | $58,544+180.9% | $139,456+17.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 6.69% | 7425.45%-7418.8pp | 4249.56%-4242.9pp | 373.45%-366.8pp |
| Employer contribution / active EE | $2,665 | $1,398+90.6% | $1,053+153.0% | $4,753-43.9% |
| Participant deferral / active EE | $19,119 | $2,555+648.3% | $1,923+894.2% | $6,711+184.9% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |