Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $247,898 | $223,823+10.8% | $211,142+17.4% | $154,746+60.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.92% | 50.39%-40.5pp | 46.84%-36.9pp | 172.34%-162.4pp |
| Employer contribution / active EE | $6,476 | $6,787-4.6% | $6,442+0.5% | $4,379+47.9% |
| Participant deferral / active EE | $13,750 | $9,750+41.0% | $9,284+48.1% | $6,730+104.3% |
| Admin fee / account holder | $273 | $19,707-98.6% | $19,076-98.6% | $14,365-98.1% |