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 | $121,480 | $131,835-7.9% | $108,582+11.9% | $273,972-55.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.40% | -91.57%+92.0pp | -51.70%+52.1pp | 41.46%-41.1pp |
| Employer contribution / active EE | $3,169 | $4,913-35.5% | $3,758-15.7% | $4,869-34.9% |
| Participant deferral / active EE | $7,000 | $5,127+36.5% | $4,311+62.4% | $5,287+32.4% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |