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 | $156,489 | $185,312-15.6% | $161,489-3.1% | $154,746+1.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | -2.65% | 103.84%-106.5pp | 89.72%-92.4pp | 172.34%-175.0pp |
| Employer contribution / active EE | $23,978 | $4,769+402.8% | $4,268+461.8% | $4,379+447.6% |
| Participant deferral / active EE | $15,572 | $6,350+145.2% | $5,630+176.6% | $6,730+131.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |