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 | $230,894 | $159,934+44.4% | $147,005+57.1% | $145,959+58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.79% | 98.24%-90.5pp | 418.76%-411.0pp | 561.95%-554.2pp |
| Employer contribution / active EE | $18,074 | $5,287+241.8% | $4,934+266.3% | $4,661+287.8% |
| Participant deferral / active EE | $11,807 | $8,427+40.1% | $8,070+46.3% | $6,689+76.5% |
| Admin fee / account holder | $45 | $15,053-99.7% | $13,006-99.7% | $13,398-99.7% |