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 | $91,442 | $209,425-56.3% | $178,499-48.8% | $158,966-42.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -3.45% | 188.80%-192.2pp | 151.10%-154.6pp | 302.95%-306.4pp |
| Employer contribution / active EE | $2,500 | $5,707-56.2% | $5,011-50.1% | $4,762-47.5% |
| Participant deferral / active EE | $5,716 | $5,955-4.0% | $5,202+9.9% | $5,983-4.5% |
| Admin fee / account holder | $182 | $17,078-98.9% | $13,986-98.7% | $11,250-98.4% |