Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $81,210 | $201,372-59.7% | $184,260-55.9% | $145,884-44.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.77% | 29.04%-20.3pp | 28.84%-20.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $4,783 | $7,024-31.9% | $6,427-25.6% | $4,662+2.6% |
| Participant deferral / active EE | $10,668 | $9,808+8.8% | $9,133+16.8% | $6,690+59.5% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |