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 | $230,788 | $183,539+25.7% | $155,556+48.4% | $145,897+58.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -0.39% | 61.31%-61.7pp | 64.84%-65.2pp | 552.29%-552.7pp |
| Employer contribution / active EE | $3,952 | $5,315-25.7% | $4,675-15.5% | $4,663-15.3% |
| Participant deferral / active EE | $12,000 | $6,467+85.6% | $5,631+113.1% | $6,689+79.4% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |