Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $154,595 | $109,872+40.7% | $98,483+57.0% | $167,536-7.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 4.17% | 1959.31%-1955.1pp | 1494.38%-1490.2pp | 478.82%-474.6pp |
| Employer contribution / active EE | $6,611 | $3,225+105.0% | $2,961+123.3% | $4,839+36.6% |
| Participant deferral / active EE | $13,045 | $4,673+179.1% | $4,276+205.0% | $6,342+105.7% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |