Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,666 | $100,805-73.5% | $86,698-69.2% | $134,532-80.2% |
| Participation rate | 77.8% | 79.0%-1.2pp | 76.6%+1.2pp | 81.2%-3.5pp |
| Annual return | -22.53% | 29.09%-51.6pp | 35.95%-58.5pp | 418.27%-440.8pp |
| Employer contribution / active EE | $1,677 | $3,490-51.9% | $2,837-40.9% | $4,741-64.6% |
| Participant deferral / active EE | $3,225 | $5,339-39.6% | $4,656-30.7% | $6,401-49.6% |
| Admin fee / account holder | $189 | $10,925-98.3% | $7,493-97.5% | $11,429-98.3% |