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 | $54,254 | $167,352-67.6% | $143,788-62.3% | $134,509-59.7% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -24.05% | 0.47%-24.5pp | -0.03%-24.0pp | 418.13%-442.2pp |
| Employer contribution / active EE | $1,889 | $5,620-66.4% | $4,952-61.8% | $4,741-60.1% |
| Participant deferral / active EE | $2,736 | $6,447-57.6% | $5,638-51.5% | $6,400-57.3% |
| Admin fee / account holder | $175 | $18,091-99.0% | $14,675-98.8% | $11,427-98.5% |