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 | $155,049 | $157,304-1.4% | $141,197+9.8% | $152,909+1.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.14% | 64.34%-60.2pp | 71.41%-67.3pp | 345.46%-341.3pp |
| Employer contribution / active EE | $2,727 | $5,263-48.2% | $4,736-42.4% | $4,764-42.8% |
| Participant deferral / active EE | $6,965 | $7,111-2.1% | $6,710+3.8% | $5,851+19.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |