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 | $42,433 | $87,546-51.5% | $75,784-44.0% | $125,389-66.2% |
| Participation rate | 85.7% | 80.2%+5.5pp | 75.8%+9.9pp | 83.2%+2.5pp |
| Annual return | -6.73% | 13.49%-20.2pp | 9.68%-16.4pp | 282.24%-289.0pp |
| Employer contribution / active EE | $2,409 | $3,930-38.7% | $3,323-27.5% | $4,866-50.5% |
| Participant deferral / active EE | $10,629 | $4,230+151.3% | $3,652+191.1% | $5,352+98.6% |
| Admin fee / account holder | -$2 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |