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 | $171,676 | $140,592+22.1% | $123,105+39.5% | $125,389+36.9% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -4.98% | 16.80%-21.8pp | 13.22%-18.2pp | 282.24%-287.2pp |
| Employer contribution / active EE | $3,199 | $6,041-47.0% | $5,151-37.9% | $4,866-34.3% |
| Participant deferral / active EE | $11,422 | $6,980+63.6% | $6,229+83.3% | $5,352+113.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |