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 | $111,144 | $160,028-30.5% | $147,080-24.4% | $145,884-23.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.79% | 98.60%-89.8pp | 420.17%-411.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $9,081 | $5,286+71.8% | $4,933+84.1% | $4,662+94.8% |
| Participant deferral / active EE | $13,044 | $8,422+54.9% | $8,066+61.7% | $6,690+95.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |