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 | $95,268 | $103,008-7.5% | $90,304+5.5% | $152,897-37.7% |
| Participation rate | 81.3% | 75.9%+5.4pp | 73.3%+8.0pp | 82.5%-1.2pp |
| Annual return | 6.65% | 95.22%-88.6pp | 78.13%-71.5pp | 345.43%-338.8pp |
| Employer contribution / active EE | $3,248 | $3,139+3.5% | $2,855+13.8% | $4,764-31.8% |
| Participant deferral / active EE | $5,405 | $4,281+26.2% | $3,885+39.1% | $5,851-7.6% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |