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 | $108,986 | $99,031+10.1% | $86,597+25.9% | $147,585-26.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 3.64% | 1312.56%-1308.9pp | 964.96%-961.3pp | 578.57%-574.9pp |
| Employer contribution / active EE | $10,924 | $3,132+248.7% | $2,840+284.7% | $4,876+124.0% |
| Participant deferral / active EE | $5,529 | $3,972+39.2% | $3,609+53.2% | $5,439+1.7% |
| Admin fee / account holder | $3 | $5,711-99.9% | $4,906-99.9% | $10,885-100.0% |