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 | $95,074 | $85,790+10.8% | $67,313+41.2% | $135,380-29.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.70% | -0.54%-9.2pp | -4.08%-5.6pp | 519.81%-529.5pp |
| Employer contribution / active EE | $1,443 | $3,487-58.6% | $2,566-43.7% | $4,779-69.8% |
| Participant deferral / active EE | $5,676 | $4,651+22.0% | $3,568+59.1% | $5,609+1.2% |
| Admin fee / account holder | $29 | $6,392-99.6% | $4,507-99.4% | $10,828-99.7% |