Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $127,319 | $176,077-27.7% | $159,455-20.2% | $167,518-24.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.94% | 331.83%-322.9pp | 263.63%-254.7pp | 478.71%-469.8pp |
| Employer contribution / active EE | $10,909 | $5,298+105.9% | $4,830+125.9% | $4,838+125.5% |
| Participant deferral / active EE | $14,200 | $7,751+83.2% | $7,353+93.1% | $6,342+123.9% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |