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 | $156,278 | $99,017+57.8% | $86,587+80.5% | $147,585+5.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.85% | 1312.37%-1306.5pp | 964.86%-959.0pp | 578.56%-572.7pp |
| Employer contribution / active EE | $13,333 | $3,132+325.7% | $2,839+369.6% | $4,876+173.4% |
| Participant deferral / active EE | $4,247 | $3,972+6.9% | $3,609+17.7% | $5,439-21.9% |
| Admin fee / account holder | $110 | $5,710-98.1% | $4,906-97.8% | $10,885-99.0% |