Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $74,028 | $154,228-52.0% | $145,433-49.1% | $137,256-46.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -5.22% | 74.59%-79.8pp | 66.58%-71.8pp | 220.34%-225.6pp |
| Employer contribution / active EE | $6,001 | $4,804+24.9% | $4,554+31.8% | $4,156+44.4% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $93 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |