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 | $240,091 | $135,956+76.6% | $123,894+93.8% | $273,972-12.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.18% | 56.63%-55.4pp | 47.52%-46.3pp | 41.46%-40.3pp |
| Employer contribution / active EE | $15,152 | $5,170+193.1% | $4,617+228.2% | $4,869+211.2% |
| Participant deferral / active EE | $15,429 | $6,343+143.2% | $5,984+157.8% | $5,287+191.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |