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 | $238,778 | $209,336+14.1% | $197,124+21.1% | $137,256+74.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.33% | 48.09%-39.8pp | 44.34%-36.0pp | 220.34%-212.0pp |
| Employer contribution / active EE | $9,147 | $6,591+38.8% | $6,227+46.9% | $4,156+120.1% |
| Participant deferral / active EE | $8,354 | $9,614-13.1% | $9,135-8.6% | $6,407+30.4% |
| Admin fee / account holder | $16 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |