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 | $111,791 | $160,028-30.1% | $147,080-24.0% | $145,884-23.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 5.04% | 98.60%-93.6pp | 420.17%-415.1pp | 551.85%-546.8pp |
| Employer contribution / active EE | $15,854 | $5,286+199.9% | $4,933+221.4% | $4,662+240.1% |
| Participant deferral / active EE | $10,918 | $8,422+29.6% | $8,066+35.3% | $6,690+63.2% |
| Admin fee / account holder | $284 | $15,030-98.1% | $12,989-97.8% | $13,392-97.9% |