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 | $225,636 | $211,239+6.8% | $178,528+26.4% | $145,877+54.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.35% | 30.22%-24.9pp | 27.11%-21.8pp | 551.28%-545.9pp |
| Employer contribution / active EE | $749 | $4,570-83.6% | $3,950-81.0% | $4,663-83.9% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $33 | $12,095-99.7% | $10,419-99.7% | $13,402-99.8% |