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 | $117,282 | $138,072-15.1% | $123,549-5.1% | $135,382-13.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -9.62% | 153.69%-163.3pp | 119.20%-128.8pp | 519.77%-529.4pp |
| Employer contribution / active EE | $3,981 | $5,152-22.7% | $4,628-14.0% | $4,779-16.7% |
| Participant deferral / active EE | $9,183 | $6,799+35.1% | $6,426+42.9% | $5,609+63.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |