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 | $204,278 | $127,387+60.4% | $115,038+77.6% | $125,389+62.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.46% | 31.28%-34.7pp | 26.14%-29.6pp | 282.24%-285.7pp |
| Employer contribution / active EE | $13,060 | $5,166+152.8% | $4,608+183.4% | $4,866+168.4% |
| Participant deferral / active EE | $14,225 | $6,423+121.5% | $6,026+136.0% | $5,352+165.8% |
| Admin fee / account holder | $16 | $9,516-99.8% | $8,175-99.8% | $9,541-99.8% |