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 | $187,033 | $88,754+110.7% | $81,820+128.6% | $145,877+28.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.37% | 1031.77%-1022.4pp | 777.93%-768.6pp | 551.28%-541.9pp |
| Employer contribution / active EE | $21,084 | $3,085+583.4% | $2,915+623.3% | $4,663+352.2% |
| Participant deferral / active EE | $10,167 | $4,648+118.8% | $4,323+135.2% | $6,691+52.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |