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 | $230,791 | $101,063+128.4% | $81,473+183.3% | $147,586+56.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 3.21% | 32.41%-29.2pp | 38.78%-35.6pp | 578.59%-575.4pp |
| Employer contribution / active EE | $7,908 | $3,206+146.7% | $2,568+208.0% | $4,876+62.2% |
| Participant deferral / active EE | $9,336 | $4,242+120.1% | $3,537+163.9% | $5,439+71.7% |
| Admin fee / account holder | $6 | $5,812-99.9% | $4,561-99.9% | $10,886-99.9% |