Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $122,247 | $160,028-23.6% | $147,080-16.9% | $145,884-16.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.04% | 98.60%-90.6pp | 420.17%-412.1pp | 551.85%-543.8pp |
| Employer contribution / active EE | $14,968 | $5,286+183.2% | $4,933+203.4% | $4,662+221.0% |
| Participant deferral / active EE | $30,500 | $8,422+262.1% | $8,066+278.1% | $6,690+355.9% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |