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 | $65,034 | $127,387-48.9% | $115,038-43.5% | $125,389-48.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.44% | 31.28%-36.7pp | 26.14%-31.6pp | 282.24%-287.7pp |
| Employer contribution / active EE | $9,496 | $5,166+83.8% | $4,608+106.1% | $4,866+95.1% |
| Participant deferral / active EE | $15,100 | $6,423+135.1% | $6,026+150.6% | $5,352+182.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |