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 | $125,094 | $159,978-21.8% | $147,041-14.9% | $145,978-14.3% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 7.52% | 98.36%-90.8pp | 419.21%-411.7pp | 550.52%-543.0pp |
| Employer contribution / active EE | $7,877 | $5,288+49.0% | $4,935+59.6% | $4,662+69.0% |
| Participant deferral / active EE | $7,283 | $8,429-13.6% | $8,071-9.8% | $6,690+8.9% |
| Admin fee / account holder | $181 | $15,053-98.8% | $13,006-98.6% | $13,400-98.6% |