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 | $240,588 | $95,383+152.2% | $185,837+29.5% | $85,856+180.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 5.89% | 23.59%-17.7pp | 122.08%-116.2pp | 318.58%-312.7pp |
| Employer contribution / active EE | $22,008 | $3,313+564.3% | $5,168+325.8% | $2,565+757.9% |
| Participant deferral / active EE | $12,802 | $3,423+274.0% | $5,568+129.9% | $3,952+223.9% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,241-100.0% | $6,261-100.0% |