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 | $214,665 | $150,445+42.7% | $136,297+57.5% | $147,585+45.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.70% | 1049.14%-1045.4pp | 5156.16%-5152.5pp | 578.57%-574.9pp |
| Employer contribution / active EE | $12,785 | $5,256+143.2% | $4,696+172.3% | $4,876+162.2% |
| Participant deferral / active EE | $15,226 | $6,631+129.6% | $6,247+143.7% | $5,439+180.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |