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 | $178,405 | $140,592+26.9% | $123,105+44.9% | $125,389+42.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.53% | 16.80%-21.3pp | 13.22%-17.7pp | 282.24%-286.8pp |
| Employer contribution / active EE | $18,880 | $6,041+212.5% | $5,151+266.5% | $4,866+288.0% |
| Participant deferral / active EE | $12,000 | $6,980+71.9% | $6,229+92.6% | $5,352+124.2% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |