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 | $44,353 | $168,636-73.7% | $147,618-70.0% | $125,388-64.6% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -5.19% | 77.65%-82.8pp | 61.98%-67.2pp | 282.24%-287.4pp |
| Employer contribution / active EE | $3,020 | $6,252-51.7% | $5,565-45.7% | $4,866-37.9% |
| Participant deferral / active EE | $3,259 | $5,507-40.8% | $4,895-33.4% | $5,352-39.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |