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 | $147,447 | $156,398-5.7% | $147,318+0.1% | $138,895+6.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.58% | 78.75%-71.2pp | 70.43%-62.9pp | 145.39%-137.8pp |
| Employer contribution / active EE | $19,629 | $4,853+304.5% | $4,593+327.4% | $4,194+368.0% |
| Participant deferral / active EE | $14,290 | $8,237+73.5% | $7,906+80.7% | $6,396+123.4% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |