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 | $142,782 | $110,410+29.3% | $102,437+39.4% | $145,897-2.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.71% | 24.85%-17.1pp | 24.95%-17.2pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,361 | $4,217-67.7% | $3,871-64.8% | $4,663-70.8% |
| Participant deferral / active EE | $9,549 | $5,622+69.9% | $5,060+88.7% | $6,689+42.8% |
| Admin fee / account holder | $2 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |