Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $62,529 | $148,582-57.9% | $135,942-54.0% | $139,456-55.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.26% | 79.26%-69.0pp | 68.28%-58.0pp | 373.45%-363.2pp |
| Employer contribution / active EE | $15,126 | $5,245+188.4% | $4,858+211.4% | $4,753+218.3% |
| Participant deferral / active EE | $15,698 | $8,101+93.8% | $7,759+102.3% | $6,711+133.9% |
| Admin fee / account holder | $245 | $12,402-98.0% | $10,764-97.7% | $11,407-97.9% |