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 | $191,828 | $162,785+17.8% | $133,959+43.2% | $158,950+20.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.82% | 41.94%-37.1pp | 45.09%-40.3pp | 302.91%-298.1pp |
| Employer contribution / active EE | $6,126 | $4,975+23.1% | $3,919+56.3% | $4,762+28.6% |
| Participant deferral / active EE | $7,712 | $5,910+30.5% | $5,047+52.8% | $5,983+28.9% |
| Admin fee / account holder | -$232 | $11,738-102.0% | $8,928-102.6% | $11,248-102.1% |