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 | $130,347 | $227,633-42.7% | $189,597-31.3% | $167,553-22.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | -0.25% | 78.45%-78.7pp | 64.20%-64.4pp | 478.89%-479.1pp |
| Employer contribution / active EE | $869 | $5,317-83.7% | $4,412-80.3% | $4,840-82.0% |
| Participant deferral / active EE | $6,500 | $7,003-7.2% | $6,174+5.3% | $6,343+2.5% |
| Admin fee / account holder | $100 | $11,879-99.2% | $9,807-99.0% | $12,316-99.2% |