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 | $229,356 | $174,379+31.5% | $152,093+50.8% | $138,895+65.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | -16.07% | 74.86%-90.9pp | 66.36%-82.4pp | 145.39%-161.5pp |
| Employer contribution / active EE | $3,756 | $4,652-19.3% | $4,175-10.0% | $4,194-10.4% |
| Participant deferral / active EE | $8,233 | $6,159+33.7% | $5,451+51.0% | $6,396+28.7% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |