Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $88,266 | $81,870+7.8% | $119,634-26.2% | $68,490+28.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -19.31% | -23.82%+4.5pp | -14.98%-4.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $4,545 | $2,692+68.9% | $4,232+7.4% | $2,597+75.0% |
| Participant deferral / active EE | $5,730 | $4,148+38.1% | $5,601+2.3% | $4,028+42.3% |
| Admin fee / account holder | $88 | $6,583-98.7% | $10,329-99.2% | $5,403-98.4% |