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 | $146,733 | $106,923+37.2% | $84,023+74.6% | $152,909-4.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 5.19% | 105.02%-99.8pp | 71.32%-66.1pp | 345.46%-340.3pp |
| Employer contribution / active EE | $13,641 | $2,735+398.7% | $1,984+587.6% | $4,764+186.3% |
| Participant deferral / active EE | $7,522 | $4,013+87.5% | $3,239+132.2% | $5,851+28.6% |
| Admin fee / account holder | $293 | $8,289-96.5% | $6,102-95.2% | $11,601-97.5% |