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 | $129,434 | $140,592-7.9% | $123,105+5.1% | $125,389+3.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -5.22% | 16.80%-22.0pp | 13.22%-18.4pp | 282.24%-287.5pp |
| Employer contribution / active EE | $10,947 | $6,041+81.2% | $5,151+112.5% | $4,866+125.0% |
| Participant deferral / active EE | $10,890 | $6,980+56.0% | $6,229+74.8% | $5,352+103.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |