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 | $189,354 | $107,941+75.4% | $91,994+105.8% | $152,909+23.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 13.50% | 89.28%-75.8pp | 69.04%-55.5pp | 345.46%-332.0pp |
| Employer contribution / active EE | $2,309 | $4,212-45.2% | $3,453-33.1% | $4,764-51.5% |
| Participant deferral / active EE | $2,943 | $6,366-53.8% | $5,924-50.3% | $5,851-49.7% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |