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 | $210,541 | $202,463+4.0% | $169,397+24.3% | $139,487+50.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 4.19% | 532.64%-528.4pp | 406.23%-402.0pp | 373.84%-369.6pp |
| Employer contribution / active EE | $800 | $4,694-83.0% | $4,013-80.1% | $4,755-83.2% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $250 | $10,726-97.7% | $9,017-97.2% | $11,407-97.8% |