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 | $98,727 | $153,311-35.6% | $109,313-9.7% | $273,972-64.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -2.46% | 29.86%-32.3pp | 22.07%-24.5pp | 41.46%-43.9pp |
| Employer contribution / active EE | $8,416 | $5,619+49.8% | $3,892+116.2% | $4,869+72.9% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $80 | $8,076-99.0% | $5,666-98.6% | $10,133-99.2% |