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 | $83,190 | $167,362-50.3% | $143,799-42.1% | $134,532-38.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.77% | 0.47%-22.2pp | -0.04%-21.7pp | 418.27%-440.0pp |
| Employer contribution / active EE | $4,114 | $5,620-26.8% | $4,952-16.9% | $4,741-13.2% |
| Participant deferral / active EE | $5,559 | $6,447-13.8% | $5,638-1.4% | $6,401-13.1% |
| Admin fee / account holder | $10 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |