Sign up free to preview peer percentile detail
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 | $224,593 | $183,516+22.4% | $155,534+44.4% | $145,884+54.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 8.23% | 61.43%-53.2pp | 64.92%-56.7pp | 551.85%-543.6pp |
| Employer contribution / active EE | $4,044 | $5,315-23.9% | $4,675-13.5% | $4,662-13.3% |
| Participant deferral / active EE | $7,493 | $6,467+15.9% | $5,630+33.1% | $6,690+12.0% |
| Admin fee / account holder | $134 | $19,293-99.3% | $15,900-99.2% | $13,392-99.0% |