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 | $91,511 | $215,361-57.5% | $171,082-46.5% | $273,972-66.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -3.67% | 25.14%-28.8pp | 32.56%-36.2pp | 41.46%-45.1pp |
| Employer contribution / active EE | $758 | $4,967-84.7% | $4,002-81.1% | $4,869-84.4% |
| Participant deferral / active EE | $758 | $5,543-86.3% | $4,797-84.2% | $5,287-85.7% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |