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 | $191,175 | $157,296+21.5% | $141,191+35.4% | $152,897+25.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.72% | 64.34%-58.6pp | 71.41%-65.7pp | 345.43%-339.7pp |
| Employer contribution / active EE | $12,076 | $5,262+129.5% | $4,736+155.0% | $4,764+153.5% |
| Participant deferral / active EE | $8,443 | $7,111+18.7% | $6,710+25.8% | $5,851+44.3% |
| Admin fee / account holder | $14 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |