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 | $165,180 | $69,248+138.5% | $64,101+157.7% | $139,466+18.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.71% | 45.95%-38.2pp | 33.72%-26.0pp | 373.66%-365.9pp |
| Employer contribution / active EE | $6,246 | $3,185+96.1% | $2,749+127.2% | $4,754+31.4% |
| Participant deferral / active EE | $14,730 | $4,682+214.6% | $3,881+279.6% | $6,712+119.5% |
| Admin fee / account holder | $20 | $4,247-99.5% | $3,070-99.3% | $11,409-99.8% |