Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,238 | $87,546-46.0% | $75,784-37.7% | $125,389-62.3% |
| Participation rate | 77.8% | 80.2%-2.4pp | 75.8%+2.0pp | 83.2%-5.4pp |
| Annual return | -4.87% | 13.49%-18.4pp | 9.68%-14.6pp | 282.24%-287.1pp |
| Employer contribution / active EE | $3,673 | $3,930-6.5% | $3,323+10.5% | $4,866-24.5% |
| Participant deferral / active EE | $5,237 | $4,230+23.8% | $3,652+43.4% | $5,352-2.1% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |