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 | $146,236 | $112,729+29.7% | $98,716+48.1% | $137,256+6.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | -47.55% | 38.48%-86.0pp | 31.81%-79.4pp | 220.34%-267.9pp |
| Employer contribution / active EE | $15,894 | $2,725+483.2% | $2,279+597.5% | $4,156+282.4% |
| Participant deferral / active EE | $10,964 | $4,640+136.3% | $4,048+170.9% | $6,407+71.1% |
| Admin fee / account holder | $296 | $10,129-97.1% | $8,703-96.6% | $12,270-97.6% |