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 | $63,181 | $168,635-62.5% | $147,617-57.2% | $125,389-49.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.10% | 77.65%-82.8pp | 61.98%-67.1pp | 282.24%-287.3pp |
| Employer contribution / active EE | $4,138 | $6,252-33.8% | $5,564-25.6% | $4,866-15.0% |
| Participant deferral / active EE | $5,671 | $5,507+3.0% | $4,895+15.8% | $5,352+6.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |