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 | $113,967 | $167,353-31.9% | $143,797-20.7% | $134,545-15.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.97% | 0.48%-31.5pp | -0.04%-30.9pp | 418.37%-449.3pp |
| Employer contribution / active EE | $2,890 | $5,620-48.6% | $4,952-41.6% | $4,742-39.0% |
| Participant deferral / active EE | $14,540 | $6,447+125.5% | $5,638+157.9% | $6,401+127.1% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |