Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $201,273 | $160,040+25.8% | $147,096+36.8% | $145,877+38.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.10% | 98.49%-96.4pp | 419.75%-417.6pp | 551.28%-549.2pp |
| Employer contribution / active EE | $3,380 | $5,289-36.1% | $4,936-31.5% | $4,663-27.5% |
| Participant deferral / active EE | $11,510 | $8,429+36.6% | $8,071+42.6% | $6,691+72.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |