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 | $107,935 | $133,998-19.5% | $112,263-3.9% | $134,545-19.8% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.1%+20.8pp | 81.2%+14.6pp |
| Annual return | -21.44% | 47.17%-68.6pp | 27.49%-48.9pp | 418.37%-439.8pp |
| Employer contribution / active EE | $1,903 | $4,040-52.9% | $3,636-47.7% | $4,742-59.9% |
| Participant deferral / active EE | $10,264 | $5,292+93.9% | $4,729+117.0% | $6,401+60.3% |
| Admin fee / account holder | $212 | $7,493-97.2% | $6,410-96.7% | $11,431-98.1% |