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 | $45,281 | $127,387-64.5% | $115,038-60.6% | $125,389-63.9% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -3.75% | 31.28%-35.0pp | 26.14%-29.9pp | 282.24%-286.0pp |
| Employer contribution / active EE | $3,302 | $5,166-36.1% | $4,608-28.3% | $4,866-32.1% |
| Participant deferral / active EE | $6,507 | $6,423+1.3% | $6,026+8.0% | $5,352+21.6% |
| Admin fee / account holder | $21 | $9,516-99.8% | $8,175-99.7% | $9,541-99.8% |