Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $216,318 | $157,296+37.5% | $141,191+53.2% | $152,897+41.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.04% | 64.34%-53.3pp | 71.41%-60.4pp | 345.43%-334.4pp |
| Employer contribution / active EE | $7,796 | $5,262+48.2% | $4,736+64.6% | $4,764+63.7% |
| Participant deferral / active EE | $6,409 | $7,111-9.9% | $6,710-4.5% | $5,851+9.5% |
| Admin fee / account holder | $24 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |