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 | $105,671 | $92,219+14.6% | $76,767+37.7% | $135,380-21.9% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | -8.79% | 5.46%-14.2pp | 2.43%-11.2pp | 519.81%-528.6pp |
| Employer contribution / active EE | $1,865 | $3,216-42.0% | $2,485-24.9% | $4,779-61.0% |
| Participant deferral / active EE | $5,961 | $4,508+32.2% | $3,852+54.8% | $5,609+6.3% |
| Admin fee / account holder | $8 | $10,749-99.9% | $6,675-99.9% | $10,828-99.9% |