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 | $172,173 | $202,342-14.9% | $172,753-0.3% | $152,909+12.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.91% | 1029.88%-1027.0pp | 803.00%-800.1pp | 345.46%-342.6pp |
| Employer contribution / active EE | $6,720 | $5,857+14.7% | $5,144+30.6% | $4,764+41.1% |
| Participant deferral / active EE | $17,705 | $5,948+197.6% | $5,198+240.6% | $5,851+202.6% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |