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 | $104,450 | $167,353-37.6% | $143,797-27.4% | $134,545-22.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -20.19% | 0.48%-20.7pp | -0.04%-20.2pp | 418.37%-438.6pp |
| Employer contribution / active EE | $5,714 | $5,620+1.7% | $4,952+15.4% | $4,742+20.5% |
| Participant deferral / active EE | $7,392 | $6,447+14.6% | $5,638+31.1% | $6,401+15.5% |
| Admin fee / account holder | $9 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |