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 | $156,697 | $111,787+40.2% | $93,681+67.3% | $145,978+7.3% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 5.96% | 203.52%-197.6pp | 133.47%-127.5pp | 550.52%-544.6pp |
| Employer contribution / active EE | $7,497 | $3,093+142.4% | $2,422+209.5% | $4,662+60.8% |
| Participant deferral / active EE | $3,704 | $4,918-24.7% | $4,415-16.1% | $6,690-44.6% |
| Admin fee / account holder | $70 | $10,256-99.3% | $8,290-99.2% | $13,400-99.5% |