Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $140,678 | $100,073+40.6% | $85,126+65.3% | $145,877-3.6% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 4.23% | 84.11%-79.9pp | 66.63%-62.4pp | 551.28%-547.1pp |
| Employer contribution / active EE | $1,435 | $3,236-55.7% | $2,731-47.5% | $4,663-69.2% |
| Participant deferral / active EE | $1,541 | $5,294-70.9% | $4,523-65.9% | $6,691-77.0% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |