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 | $118,780 | $142,430-16.6% | $115,170+3.1% | $152,897-22.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | -0.78% | 41.48%-42.3pp | 35.60%-36.4pp | 345.43%-346.2pp |
| Employer contribution / active EE | $3,600 | $4,011-10.2% | $3,179+13.2% | $4,764-24.4% |
| Participant deferral / active EE | $8,232 | $5,165+59.4% | $4,169+97.5% | $5,851+40.7% |
| Admin fee / account holder | $23 | $8,464-99.7% | $7,089-99.7% | $11,599-99.8% |