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 | $162,510 | $127,096+27.9% | $105,736+53.7% | $135,380+20.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -10.44% | 4.49%-14.9pp | 6.27%-16.7pp | 519.81%-530.2pp |
| Employer contribution / active EE | $2,194 | $4,107-46.6% | $3,268-32.9% | $4,779-54.1% |
| Participant deferral / active EE | $16,555 | $5,064+226.9% | $4,080+305.8% | $5,609+195.2% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |