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 | $64,466 | $167,362-61.5% | $143,799-55.2% | $134,532-52.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.37% | 0.47%-23.8pp | -0.04%-23.3pp | 418.27%-441.6pp |
| Employer contribution / active EE | $1,195 | $5,620-78.7% | $4,952-75.9% | $4,741-74.8% |
| Participant deferral / active EE | $7,827 | $6,447+21.4% | $5,638+38.8% | $6,401+22.3% |
| Admin fee / account holder | $33 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |