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 | $117,112 | $87,546+33.8% | $75,784+54.5% | $125,389-6.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -5.36% | 13.49%-18.8pp | 9.68%-15.0pp | 282.24%-287.6pp |
| Employer contribution / active EE | $3,440 | $3,930-12.5% | $3,323+3.5% | $4,866-29.3% |
| Participant deferral / active EE | $7,941 | $4,230+87.8% | $3,652+117.5% | $5,352+48.4% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |