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 | $229,498 | $166,268+38.0% | $165,100+39.0% | $145,897+57.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.98% | 100.52%-94.5pp | 70.21%-64.2pp | 552.29%-546.3pp |
| Employer contribution / active EE | $10,267 | $5,284+94.3% | $4,348+136.1% | $4,663+120.2% |
| Participant deferral / active EE | $6,361 | $6,964-8.7% | $6,035+5.4% | $6,689-4.9% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |