Sign up free to preview peer percentile detail
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 | $204,268 | $166,020+23.0% | $164,866+23.9% | $145,959+39.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.91% | 100.08%-94.2pp | 69.97%-64.1pp | 561.95%-556.0pp |
| Employer contribution / active EE | $4,230 | $5,275-19.8% | $4,343-2.6% | $4,661-9.2% |
| Participant deferral / active EE | $26,333 | $6,961+278.3% | $6,033+336.5% | $6,689+293.7% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |