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 | $86,958 | $168,635-48.4% | $147,617-41.1% | $125,389-30.6% |
| Participation rate | 95.7% | 88.8%+6.9pp | 84.6%+11.0pp | 83.2%+12.5pp |
| Annual return | -3.85% | 77.65%-81.5pp | 61.98%-65.8pp | 282.24%-286.1pp |
| Employer contribution / active EE | $2,913 | $6,252-53.4% | $5,564-47.7% | $4,866-40.1% |
| Participant deferral / active EE | $4,834 | $5,507-12.2% | $4,895-1.2% | $5,352-9.7% |
| Admin fee / account holder | $162 | $13,580-98.8% | $11,612-98.6% | $9,541-98.3% |