Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $38,335 | $172,111-77.7% | $150,298-74.5% | $137,256-72.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -6.43% | 69.37%-75.8pp | 62.79%-69.2pp | 220.34%-226.8pp |
| Employer contribution / active EE | $3,469 | $4,636-25.2% | $4,154-16.5% | $4,156-16.5% |
| Participant deferral / active EE | $10,333 | $6,166+67.6% | $5,453+89.5% | $6,407+61.3% |
| Admin fee / account holder | $239 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |