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 | $222,635 | $106,247+109.5% | $96,515+130.7% | $139,466+59.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.84% | 38.47%-29.6pp | 35.73%-26.9pp | 373.66%-364.8pp |
| Employer contribution / active EE | $10,415 | $4,106+153.6% | $3,740+178.5% | $4,754+119.1% |
| Participant deferral / active EE | $10,378 | $5,456+90.2% | $4,880+112.7% | $6,712+54.6% |
| Admin fee / account holder | $195 | $7,885-97.5% | $6,735-97.1% | $11,409-98.3% |