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 | $102,484 | $209,422-51.1% | $178,503-42.6% | $158,982-35.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.95% | 188.81%-185.9pp | 151.12%-148.2pp | 302.99%-300.0pp |
| Employer contribution / active EE | $7,056 | $5,707+23.6% | $5,011+40.8% | $4,763+48.1% |
| Participant deferral / active EE | $8,411 | $5,955+41.2% | $5,202+61.7% | $5,983+40.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |