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 | $145,628 | $157,276-7.4% | $141,177+3.2% | $152,885-4.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -14.16% | 64.33%-78.5pp | 71.40%-85.6pp | 345.39%-359.5pp |
| Employer contribution / active EE | $2,884 | $5,262-45.2% | $4,736-39.1% | $4,763-39.4% |
| Participant deferral / active EE | $12,136 | $7,110+70.7% | $6,710+80.9% | $5,851+107.4% |
| Admin fee / account holder | $6 | $12,123-100.0% | $10,263-99.9% | $11,598-100.0% |