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 | $97,101 | $167,353-42.0% | $143,797-32.5% | $134,545-27.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.95% | 0.48%-21.4pp | -0.04%-20.9pp | 418.37%-439.3pp |
| Employer contribution / active EE | $3,350 | $5,620-40.4% | $4,952-32.4% | $4,742-29.3% |
| Participant deferral / active EE | $7,221 | $6,447+12.0% | $5,638+28.1% | $6,401+12.8% |
| Admin fee / account holder | $120 | $18,096-99.3% | $14,679-99.2% | $11,431-98.9% |