Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $128,638 | $160,028-19.6% | $147,080-12.5% | $145,884-11.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.43% | 98.60%-89.2pp | 420.17%-410.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $4,485 | $5,286-15.1% | $4,933-9.1% | $4,662-3.8% |
| Participant deferral / active EE | $10,167 | $8,422+20.7% | $8,066+26.0% | $6,690+52.0% |
| Admin fee / account holder | $127 | $15,030-99.2% | $12,989-99.0% | $13,392-99.0% |