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 | $212,668 | $98,776+115.3% | $149,745+42.0% | $79,856+166.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.08% | 27.38%-18.3pp | 276.72%-267.6pp | 31.71%-22.6pp |
| Employer contribution / active EE | $12,847 | $3,217+299.3% | $4,646+176.5% | $2,471+419.9% |
| Participant deferral / active EE | $10,461 | $5,681+84.1% | $6,843+52.9% | $3,741+179.7% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |