Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $32,802 | $167,503-80.4% | $151,627-78.4% | $134,493-75.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -33.54% | 7.80%-41.3pp | 3.33%-36.9pp | 418.01%-451.6pp |
| Employer contribution / active EE | $5,366 | $6,829-21.4% | $6,166-13.0% | $4,740+13.2% |
| Participant deferral / active EE | $12,923 | $8,985+43.8% | $8,363+54.5% | $6,400+101.9% |
| Admin fee / account holder | $0 | $13,777-100.0% | $11,612-100.0% | $11,425-100.0% |