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 | $139,415 | $153,311-9.1% | $109,313+27.5% | $273,972-49.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -4.57% | 29.86%-34.4pp | 22.07%-26.6pp | 41.46%-46.0pp |
| Employer contribution / active EE | $7,108 | $5,619+26.5% | $3,892+82.6% | $4,869+46.0% |
| Participant deferral / active EE | $21,000 | $3,932+434.1% | $3,166+563.2% | $5,287+297.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |