Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $145,814 | $176,105-17.2% | $159,474-8.6% | $167,536-13.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.00% | 331.91%-322.9pp | 263.68%-254.7pp | 478.82%-469.8pp |
| Employer contribution / active EE | $3,095 | $5,299-41.6% | $4,831-35.9% | $4,839-36.0% |
| Participant deferral / active EE | $6,675 | $7,751-13.9% | $7,353-9.2% | $6,342+5.2% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |