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 | $145,552 | $178,174-18.3% | $156,181-6.8% | $137,256+6.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.49% | 84.19%-76.7pp | 64.87%-57.4pp | 220.34%-212.8pp |
| Employer contribution / active EE | $2,449 | $4,972-50.7% | $4,294-43.0% | $4,156-41.1% |
| Participant deferral / active EE | $3,692 | $6,888-46.4% | $6,132-39.8% | $6,407-42.4% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |