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 | $108,369 | $103,393+4.8% | $87,103+24.4% | $152,909-29.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | -6.92% | 28.10%-35.0pp | 28.19%-35.1pp | 345.46%-352.4pp |
| Employer contribution / active EE | $8,268 | $3,221+156.7% | $2,521+227.9% | $4,764+73.6% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $59 | $12,195-99.5% | $7,491-99.2% | $11,601-99.5% |