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 | $195,303 | $144,130+35.5% | $117,860+65.7% | $147,585+32.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 5.66% | 531.20%-525.5pp | 335.10%-329.4pp | 578.58%-572.9pp |
| Employer contribution / active EE | $2,467 | $4,897-49.6% | $3,786-34.9% | $4,876-49.4% |
| Participant deferral / active EE | $13,236 | $5,316+149.0% | $4,482+195.3% | $5,439+143.4% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |