Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $133,900 | $127,266+5.2% | $109,894+21.8% | $167,497-20.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | -8.42% | 22.97%-31.4pp | 29.46%-37.9pp | 478.62%-487.0pp |
| Employer contribution / active EE | $0 | $3,323-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,516-100.0% | $4,049-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $7,115-100.0% | $6,066-100.0% | $12,310-100.0% |