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 | $247,287 | $142,409+73.6% | $119,634+106.7% | $134,545+83.8% |
| Participation rate | 76.5% | 82.8%-6.4pp | 79.3%-2.8pp | 81.2%-4.8pp |
| Annual return | -22.66% | -12.46%-10.2pp | -14.98%-7.7pp | 418.37%-441.0pp |
| Employer contribution / active EE | $2,143 | $5,224-59.0% | $4,232-49.4% | $4,742-54.8% |
| Participant deferral / active EE | $7,692 | $6,468+18.9% | $5,601+37.3% | $6,401+20.2% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |