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 | $88,889 | $127,387-30.2% | $115,038-22.7% | $125,389-29.1% |
| Participation rate | 94.7% | 84.2%+10.6pp | 81.4%+13.4pp | 83.2%+11.5pp |
| Annual return | -4.36% | 31.28%-35.6pp | 26.14%-30.5pp | 282.24%-286.6pp |
| Employer contribution / active EE | $10,410 | $5,166+101.5% | $4,608+125.9% | $4,866+113.9% |
| Participant deferral / active EE | $4,477 | $6,423-30.3% | $6,026-25.7% | $5,352-16.3% |
| Admin fee / account holder | $82 | $9,516-99.1% | $8,175-99.0% | $9,541-99.1% |