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 | $44,747 | $158,852-71.8% | $121,220-63.1% | $135,379-66.9% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.8%+3.2pp | 82.6%-7.6pp |
| Annual return | -12.56% | -0.64%-11.9pp | 16.94%-29.5pp | 519.79%-532.3pp |
| Employer contribution / active EE | $2,623 | $5,666-53.7% | $4,023-34.8% | $4,779-45.1% |
| Participant deferral / active EE | $10,078 | $4,006+151.6% | $3,345+201.3% | $5,609+79.7% |
| Admin fee / account holder | $55 | $6,515-99.2% | $5,021-98.9% | $10,828-99.5% |