Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $139,964 | $180,749-22.6% | $160,784-12.9% | $137,256+2.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 7.72% | 2234.46%-2226.7pp | 1803.92%-1796.2pp | 220.34%-212.6pp |
| Employer contribution / active EE | $8,136 | $4,155+95.8% | $3,733+117.9% | $4,156+95.8% |
| Participant deferral / active EE | $3,136 | $6,844-54.2% | $6,293-50.2% | $6,407-51.1% |
| Admin fee / account holder | $159 | $10,397-98.5% | $9,717-98.4% | $12,270-98.7% |