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 | $170,050 | $96,524+76.2% | $75,900+124.0% | $152,909+11.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 7.11% | 33.93%-26.8pp | 30.73%-23.6pp | 345.46%-338.4pp |
| Employer contribution / active EE | $751 | $3,311-77.3% | $2,501-70.0% | $4,764-84.2% |
| Participant deferral / active EE | $13,308 | $4,554+192.2% | $3,604+269.3% | $5,851+127.4% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |