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 | $80,290 | $209,847-61.7% | $189,520-57.6% | $167,518-52.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 2.98% | 748.45%-745.5pp | 555.25%-552.3pp | 478.71%-475.7pp |
| Employer contribution / active EE | $3,014 | $6,913-56.4% | $6,161-51.1% | $4,838-37.7% |
| Participant deferral / active EE | $10,958 | $8,934+22.7% | $8,220+33.3% | $6,342+72.8% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |