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 | $104,489 | $133,998-22.0% | $112,263-6.9% | $134,545-22.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -27.59% | 47.17%-74.8pp | 27.49%-55.1pp | 418.37%-446.0pp |
| Employer contribution / active EE | $2,382 | $4,040-41.0% | $3,636-34.5% | $4,742-49.8% |
| Participant deferral / active EE | $1,667 | $5,292-68.5% | $4,729-64.8% | $6,401-74.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |