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 | $99,582 | $136,860-27.2% | $120,344-17.3% | $154,746-35.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | -10.40% | 21.38%-31.8pp | 20.30%-30.7pp | 172.34%-182.7pp |
| Employer contribution / active EE | $2,195 | $3,533-37.9% | $3,020-27.3% | $4,379-49.9% |
| Participant deferral / active EE | $7,358 | $5,793+27.0% | $5,135+43.3% | $6,730+9.3% |
| Admin fee / account holder | $165 | $15,393-98.9% | $12,742-98.7% | $14,365-98.8% |