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 | $154,142 | $85,790+79.7% | $67,313+129.0% | $135,380+13.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -17.56% | -0.54%-17.0pp | -4.08%-13.5pp | 519.81%-537.4pp |
| Employer contribution / active EE | $1,675 | $3,487-52.0% | $2,566-34.7% | $4,779-64.9% |
| Participant deferral / active EE | $3,404 | $4,651-26.8% | $3,568-4.6% | $5,609-39.3% |
| Admin fee / account holder | $20 | $6,392-99.7% | $4,507-99.6% | $10,828-99.8% |