Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $154,889 | $107,809+43.7% | $97,032+59.6% | $155,188-0.2% |
| Participation rate | 70.0% | 75.5%-5.5pp | 71.6%-1.6pp | 80.8%-10.8pp |
| Annual return | -0.71% | 38.06%-38.8pp | 35.38%-36.1pp | 148.84%-149.6pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |