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 | $101,183 | $135,956-25.6% | $123,894-18.3% | $273,972-63.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.50% | 56.63%-53.1pp | 47.52%-44.0pp | 41.46%-38.0pp |
| Employer contribution / active EE | $33,333 | $5,170+544.8% | $4,617+622.0% | $4,869+584.6% |
| Participant deferral / active EE | $10,167 | $6,343+60.3% | $5,984+69.9% | $5,287+92.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |