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 | $83,692 | $127,386-34.3% | $115,037-27.2% | $125,388-33.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.58% | 31.28%-37.9pp | 26.14%-32.7pp | 282.24%-288.8pp |
| Employer contribution / active EE | $6,415 | $5,166+24.2% | $4,608+39.2% | $4,866+31.8% |
| Participant deferral / active EE | $3,415 | $6,423-46.8% | $6,026-43.3% | $5,352-36.2% |
| Admin fee / account holder | $17 | $9,516-99.8% | $8,175-99.8% | $9,541-99.8% |