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 | $241,314 | $154,228+56.5% | $145,433+65.9% | $137,256+75.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 8.94% | 74.59%-65.6pp | 66.58%-57.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $18,290 | $8,216+122.6% | $7,897+131.6% | $6,407+185.5% |
| Admin fee / account holder | $2 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |