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 | $152,873 | $202,463-24.5% | $169,397-9.8% | $139,487+9.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 6.00% | 532.64%-526.6pp | 406.23%-400.2pp | 373.84%-367.8pp |
| Employer contribution / active EE | $18,477 | $4,694+293.6% | $4,013+360.4% | $4,755+288.6% |
| Participant deferral / active EE | $10,000 | $6,941+44.1% | $6,223+60.7% | $6,713+49.0% |
| Admin fee / account holder | $8 | $10,726-99.9% | $9,017-99.9% | $11,407-99.9% |