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 | $30,013 | $127,386-76.4% | $115,037-73.9% | $125,388-76.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.45% | 31.28%-35.7pp | 26.14%-30.6pp | 282.24%-286.7pp |
| Employer contribution / active EE | $4,143 | $5,166-19.8% | $4,608-10.1% | $4,866-14.9% |
| Participant deferral / active EE | $12,705 | $6,423+97.8% | $6,026+110.8% | $5,352+137.4% |
| Admin fee / account holder | $5 | $9,516-100.0% | $8,175-99.9% | $9,541-100.0% |