Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $98,494 | $183,539-46.3% | $155,556-36.7% | $145,897-32.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.77% | 61.31%-53.5pp | 64.84%-57.1pp | 552.29%-544.5pp |
| Employer contribution / active EE | $17,023 | $5,315+220.3% | $4,675+264.1% | $4,663+265.1% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,631+80.6% | $6,689+52.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |