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 | $168,199 | $162,821+3.3% | $133,978+25.5% | $158,982+5.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.20% | 41.95%-40.8pp | 45.10%-43.9pp | 302.99%-301.8pp |
| Employer contribution / active EE | $12,230 | $4,976+145.8% | $3,919+212.1% | $4,763+156.8% |
| Participant deferral / active EE | $12,106 | $5,910+104.8% | $5,047+139.9% | $5,983+102.3% |
| Admin fee / account holder | $163 | $11,742-98.6% | $8,930-98.2% | $11,252-98.6% |