Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $101,128 | $167,533-39.6% | $151,645-33.3% | $134,545-24.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -41.44% | 7.81%-49.3pp | 3.34%-44.8pp | 418.37%-459.8pp |
| Employer contribution / active EE | $7,015 | $6,828+2.7% | $6,165+13.8% | $4,742+47.9% |
| Participant deferral / active EE | $13,743 | $8,985+53.0% | $8,363+64.3% | $6,401+114.7% |
| Admin fee / account holder | $1 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |