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 | $44,648 | $140,592-68.2% | $123,105-63.7% | $125,389-64.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -5.20% | 16.80%-22.0pp | 13.22%-18.4pp | 282.24%-287.4pp |
| Employer contribution / active EE | $4,500 | $6,041-25.5% | $5,151-12.6% | $4,866-7.5% |
| Participant deferral / active EE | $14,877 | $6,980+113.1% | $6,229+138.8% | $5,352+178.0% |
| Admin fee / account holder | $127 | $11,198-98.9% | $9,014-98.6% | $9,541-98.7% |