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 | $192,344 | $105,867+81.7% | $90,760+111.9% | $134,532+43.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.22% | -10.99%-10.2pp | -12.16%-9.1pp | 418.27%-439.5pp |
| Employer contribution / active EE | $3,600 | $3,464+3.9% | $2,922+23.2% | $4,741-24.1% |
| Participant deferral / active EE | $10,825 | $5,217+107.5% | $4,565+137.1% | $6,401+69.1% |
| Admin fee / account holder | $35 | $13,936-99.7% | $8,444-99.6% | $11,429-99.7% |