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 | $191,161 | $198,470-3.7% | $170,444+12.2% | $147,585+29.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.09% | 257.30%-250.2pp | 205.94%-198.8pp | 578.56%-571.5pp |
| Employer contribution / active EE | $17,685 | $6,184+186.0% | $5,433+225.5% | $4,876+262.7% |
| Participant deferral / active EE | $27,000 | $5,629+379.6% | $4,939+446.6% | $5,439+396.4% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,881-99.9% | $10,885-99.9% |