Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $132,870 | $167,504-20.7% | $151,628-12.4% | $134,509-1.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.86% | 7.81%-30.7pp | 3.34%-26.2pp | 418.13%-441.0pp |
| Employer contribution / active EE | $15,516 | $6,828+127.2% | $6,165+151.7% | $4,741+227.3% |
| Participant deferral / active EE | $15,920 | $8,985+77.2% | $8,363+90.4% | $6,400+148.7% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |