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 | $107,796 | $82,678+30.4% | $125,391-14.0% | $68,490+57.4% |
| Participation rate | 72.7% | 75.1%-2.3pp | 82.4%-9.7pp | 67.9%+4.8pp |
| Annual return | -19.40% | -5.97%-13.4pp | 572.41%-591.8pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,562 | $3,382-53.8% | $4,816-67.6% | $2,597-39.9% |
| Participant deferral / active EE | $4,901 | $6,111-19.8% | $7,448-34.2% | $4,028+21.7% |
| Admin fee / account holder | $121 | $6,277-98.1% | $10,009-98.8% | $5,403-97.8% |