Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $137,067 | $232,540-41.1% | $185,117-26.0% | $147,586-7.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | -7.92% | 43.03%-51.0pp | 40.50%-48.4pp | 578.59%-586.5pp |
| Employer contribution / active EE | $3,382 | $5,195-34.9% | $4,182-19.1% | $4,876-30.6% |
| Participant deferral / active EE | $5,230 | $5,834-10.3% | $5,045+3.7% | $5,439-3.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |