Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $166,375 | $148,623+11.9% | $135,974+22.4% | $139,466+19.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 8.66% | 79.30%-70.6pp | 68.30%-59.6pp | 373.66%-365.0pp |
| Employer contribution / active EE | $4,055 | $5,246-22.7% | $4,859-16.5% | $4,754-14.7% |
| Participant deferral / active EE | $12,020 | $8,103+48.3% | $7,760+54.9% | $6,712+79.1% |
| Admin fee / account holder | $83 | $12,406-99.3% | $10,767-99.2% | $11,409-99.3% |