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 | $201,677 | $183,592+9.9% | $155,567+29.6% | $145,959+38.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.43% | 61.24%-52.8pp | 64.74%-56.3pp | 561.95%-553.5pp |
| Employer contribution / active EE | $10,337 | $5,315+94.5% | $4,674+121.2% | $4,661+121.8% |
| Participant deferral / active EE | $6,353 | $6,464-1.7% | $5,628+12.9% | $6,689-5.0% |
| Admin fee / account holder | $86 | $19,318-99.6% | $15,916-99.5% | $13,398-99.4% |