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 | $119,649 | $124,346-3.8% | $111,306+7.5% | $167,553-28.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 6.94% | 37.46%-30.5pp | 54.67%-47.7pp | 478.89%-472.0pp |
| Employer contribution / active EE | $7,974 | $3,438+132.0% | $2,732+191.9% | $4,840+64.8% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $134 | $10,623-98.7% | $7,966-98.3% | $12,316-98.9% |