Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,864 | $209,874-84.3% | $189,537-82.7% | $167,536-80.4% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 7.94% | 748.61%-740.7pp | 555.34%-547.4pp | 478.82%-470.9pp |
| Employer contribution / active EE | $4,830 | $6,913-30.1% | $6,161-21.6% | $4,839-0.2% |
| Participant deferral / active EE | $10,259 | $8,934+14.8% | $8,220+24.8% | $6,342+61.8% |
| Admin fee / account holder | $5 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |