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 | $183,118 | $148,623+23.2% | $135,974+34.7% | $139,466+31.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.14% | 79.30%-71.2pp | 68.30%-60.2pp | 373.66%-365.5pp |
| Employer contribution / active EE | $1,254 | $5,246-76.1% | $4,859-74.2% | $4,754-73.6% |
| Participant deferral / active EE | $7,172 | $8,103-11.5% | $7,760-7.6% | $6,712+6.9% |
| Admin fee / account holder | $15 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |