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 | $177,397 | $160,040+10.8% | $147,096+20.6% | $145,877+21.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.23% | 98.49%-96.3pp | 419.75%-417.5pp | 551.28%-549.1pp |
| Employer contribution / active EE | $8,383 | $5,289+58.5% | $4,936+69.8% | $4,663+79.8% |
| Participant deferral / active EE | $4,080 | $8,429-51.6% | $8,071-49.4% | $6,691-39.0% |
| Admin fee / account holder | $285 | $15,050-98.1% | $13,005-97.8% | $13,402-97.9% |