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 | $204,403 | $150,446+35.9% | $136,297+50.0% | $147,585+38.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.62% | 1049.14%-1039.5pp | 5156.19%-5146.6pp | 578.58%-569.0pp |
| Employer contribution / active EE | $2,713 | $5,256-48.4% | $4,696-42.2% | $4,876-44.4% |
| Participant deferral / active EE | $3,341 | $6,631-49.6% | $6,247-46.5% | $5,439-38.6% |
| Admin fee / account holder | $12 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |