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 | $120,928 | $86,701+39.5% | $73,309+65.0% | $125,389-3.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 74.9%+0.1pp | 83.2%-8.2pp |
| Annual return | -3.97% | 2.78%-6.7pp | 5.67%-9.6pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,450 | $4,152-65.1% | $3,237-55.2% | $4,866-70.2% |
| Participant deferral / active EE | $13,500 | $5,549+143.3% | $4,991+170.5% | $5,352+152.3% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |