Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $192,776 | $115,810+66.5% | $101,271+90.4% | $158,966+21.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 1.64% | 56.15%-54.5pp | 46.48%-44.8pp | 302.95%-301.3pp |
| Employer contribution / active EE | $1,526 | $4,175-63.4% | $3,660-58.3% | $4,762-68.0% |
| Participant deferral / active EE | $6,350 | $4,958+28.1% | $4,371+45.3% | $5,983+6.1% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |