Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $171,511 | $201,259-14.8% | $184,200-6.9% | $145,959+17.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.97% | 28.98%-20.0pp | 28.80%-19.8pp | 561.95%-553.0pp |
| Employer contribution / active EE | $25,000 | $7,018+256.2% | $6,424+289.2% | $4,661+436.4% |
| Participant deferral / active EE | $30,380 | $9,806+209.8% | $9,132+232.7% | $6,689+354.2% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |