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 | $98,457 | $131,835-25.3% | $108,582-9.3% | $273,972-64.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -0.03% | -91.57%+91.5pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $4,598 | $4,913-6.4% | $3,758+22.3% | $4,869-5.6% |
| Participant deferral / active EE | $12,688 | $5,127+147.4% | $4,311+194.3% | $5,287+140.0% |
| Admin fee / account holder | $265 | $10,253-97.4% | $7,645-96.5% | $10,133-97.4% |