Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $103,701 | $99,644+4.1% | $86,438+20.0% | $134,532-22.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -21.06% | 6787.26%-6808.3pp | 4397.19%-4418.2pp | 418.27%-439.3pp |
| Employer contribution / active EE | $4,908 | $4,402+11.5% | $3,769+30.2% | $4,741+3.5% |
| Participant deferral / active EE | $13,888 | $7,247+91.6% | $6,952+99.8% | $6,401+117.0% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |