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 | $212,008 | $86,919+143.9% | $102,457+106.9% | $80,911+162.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | -53.89% | 18.90%-72.8pp | 29.41%-83.3pp | 35.63%-89.5pp |
| Employer contribution / active EE | $4,221 | $2,368+78.2% | $3,022+39.7% | $2,756+53.2% |
| Participant deferral / active EE | $3,003 | $4,119-27.1% | $5,054-40.6% | $4,297-30.1% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,935-100.0% |