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 | $182,825 | $202,440-9.7% | $169,390+7.9% | $139,466+31.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 2.73% | 532.36%-529.6pp | 406.07%-403.3pp | 373.66%-370.9pp |
| Employer contribution / active EE | $3,580 | $4,693-23.7% | $4,013-10.8% | $4,754-24.7% |
| Participant deferral / active EE | $11,820 | $6,940+70.3% | $6,222+90.0% | $6,712+76.1% |
| Admin fee / account holder | $3 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |