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 | $219,645 | $135,956+61.6% | $123,894+77.3% | $273,972-19.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.18% | 56.63%-56.5pp | 47.52%-47.3pp | 41.46%-41.3pp |
| Employer contribution / active EE | $12,230 | $5,170+136.6% | $4,617+164.9% | $4,869+151.2% |
| Participant deferral / active EE | $12,177 | $6,343+92.0% | $5,984+103.5% | $5,287+130.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |