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 | $152,261 | $175,259-13.1% | $149,723+1.7% | $139,487+9.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.63% | 166.82%-156.2pp | 134.50%-123.9pp | 373.84%-363.2pp |
| Employer contribution / active EE | $2,984 | $5,478-45.5% | $4,821-38.1% | $4,755-37.2% |
| Participant deferral / active EE | $5,489 | $6,522-15.8% | $5,682-3.4% | $6,713-18.2% |
| Admin fee / account holder | $152 | $16,158-99.1% | $13,215-98.8% | $11,407-98.7% |