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 | $51,248 | $167,522-69.4% | $151,639-66.2% | $134,532-61.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.89% | 7.81%-35.7pp | 3.34%-31.2pp | 418.27%-446.2pp |
| Employer contribution / active EE | $2,854 | $6,828-58.2% | $6,165-53.7% | $4,741-39.8% |
| Participant deferral / active EE | $9,980 | $8,986+11.1% | $8,363+19.3% | $6,401+55.9% |
| Admin fee / account holder | $110 | $13,780-99.2% | $11,613-99.1% | $11,429-99.0% |