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 | $177,137 | $139,948+26.6% | $121,663+45.6% | $154,746+14.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | -12.96% | 230.52%-243.5pp | 147.54%-160.5pp | 172.34%-185.3pp |
| Employer contribution / active EE | $2,080 | $3,521-40.9% | $3,020-31.1% | $4,379-52.5% |
| Participant deferral / active EE | $2,356 | $5,629-58.1% | $4,887-51.8% | $6,730-65.0% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |