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 | $37,770 | $54,380-30.5% | $68,509-44.9% | $59,633-36.7% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -4.46% | 2.83%-7.3pp | 8.27%-12.7pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $2,104 | $1,539+36.8% | $2,278-7.6% | $2,203-4.5% |
| Participant deferral / active EE | $2,845 | $2,643+7.6% | $3,382-15.9% | $3,192-10.9% |
| Admin fee / account holder | $215 | $3,885-94.5% | $5,275-95.9% | $4,297-95.0% |