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 | $54,933 | $92,219-40.4% | $76,767-28.4% | $135,380-59.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.86% | 5.46%-14.3pp | 2.43%-11.3pp | 519.81%-528.7pp |
| Employer contribution / active EE | $2,561 | $3,216-20.4% | $2,485+3.0% | $4,779-46.4% |
| Participant deferral / active EE | $10,148 | $4,508+125.1% | $3,852+163.5% | $5,609+80.9% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |