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 | $168,239 | $117,895+42.7% | $102,460+64.2% | $145,897+15.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -10.50% | 31.92%-42.4pp | 29.47%-40.0pp | 552.29%-562.8pp |
| Employer contribution / active EE | $2,705 | $3,619-25.3% | $3,025-10.6% | $4,663-42.0% |
| Participant deferral / active EE | $3,374 | $5,736-41.2% | $5,056-33.3% | $6,689-49.6% |
| Admin fee / account holder | $165 | $13,353-98.8% | $9,460-98.3% | $13,390-98.8% |