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 | $233,745 | $175,231+33.4% | $149,696+56.1% | $139,466+67.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.36% | 166.77%-160.4pp | 134.46%-128.1pp | 373.66%-367.3pp |
| Employer contribution / active EE | $6,568 | $5,478+19.9% | $4,821+36.2% | $4,754+38.2% |
| Participant deferral / active EE | $5,625 | $6,521-13.7% | $5,682-1.0% | $6,712-16.2% |
| Admin fee / account holder | $224 | $16,155-98.6% | $13,212-98.3% | $11,409-98.0% |