Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $107,305 | $159,934-32.9% | $147,005-27.0% | $145,959-26.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.16% | 98.24%-92.1pp | 418.76%-412.6pp | 561.95%-555.8pp |
| Employer contribution / active EE | $19,281 | $5,287+264.7% | $4,934+290.8% | $4,661+313.7% |
| Participant deferral / active EE | $15,682 | $8,427+86.1% | $8,070+94.3% | $6,689+134.5% |
| Admin fee / account holder | $199 | $15,053-98.7% | $13,006-98.5% | $13,398-98.5% |