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 | $56,612 | $140,592-59.7% | $123,106-54.0% | $125,388-54.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -5.05% | 16.80%-21.8pp | 13.22%-18.3pp | 282.24%-287.3pp |
| Employer contribution / active EE | $11,861 | $6,041+96.3% | $5,151+130.3% | $4,866+143.7% |
| Participant deferral / active EE | $12,405 | $6,980+77.7% | $6,229+99.1% | $5,352+131.8% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |