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 | $225,207 | $201,370+11.8% | $184,256+22.2% | $145,897+54.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.57% | 29.05%-20.5pp | 28.85%-20.3pp | 552.29%-543.7pp |
| Employer contribution / active EE | $11,130 | $7,024+58.5% | $6,427+73.2% | $4,663+138.7% |
| Participant deferral / active EE | $11,689 | $9,808+19.2% | $9,133+28.0% | $6,689+74.7% |
| Admin fee / account holder | $293 | $16,364-98.2% | $13,899-97.9% | $13,390-97.8% |