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 | $166,832 | $124,336+34.2% | $111,303+49.9% | $167,518-0.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.43% | 37.45%-29.0pp | 54.66%-46.2pp | 478.71%-470.3pp |
| Employer contribution / active EE | $4,315 | $3,436+25.6% | $2,731+58.0% | $4,838-10.8% |
| Participant deferral / active EE | $7,714 | $5,181+48.9% | $4,487+71.9% | $6,342+21.6% |
| Admin fee / account holder | $262 | $10,623-97.5% | $7,966-96.7% | $12,312-97.9% |