Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,943 | $197,637-74.2% | $177,848-71.4% | $158,982-68.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -35.06% | 58.77%-93.8pp | 48.33%-83.4pp | 302.99%-338.1pp |
| Employer contribution / active EE | $3,951 | $6,698-41.0% | $5,919-33.2% | $4,763-17.0% |
| Participant deferral / active EE | $12,000 | $8,405+42.8% | $7,714+55.6% | $5,983+100.6% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |