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 | $166,676 | $172,111-3.2% | $150,298+10.9% | $137,256+21.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.16% | 69.37%-59.2pp | 62.79%-52.6pp | 220.34%-210.2pp |
| Employer contribution / active EE | $10,917 | $4,636+135.5% | $4,154+162.8% | $4,156+162.7% |
| Participant deferral / active EE | $7,490 | $6,166+21.5% | $5,453+37.4% | $6,407+16.9% |
| Admin fee / account holder | $239 | $16,471-98.6% | $14,116-98.3% | $12,270-98.1% |