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 | $47,667 | $113,941-58.2% | $94,229-49.4% | $125,389-62.0% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | -3.58% | 5.29%-8.9pp | 10.68%-14.3pp | 282.24%-285.8pp |
| Employer contribution / active EE | $7,885 | $4,727+66.8% | $3,587+119.8% | $4,866+62.0% |
| Participant deferral / active EE | $3,045 | $5,179-41.2% | $4,320-29.5% | $5,352-43.1% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |