Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,734 | $153,311-70.2% | $109,313-58.2% | $273,972-83.3% |
| Participation rate | 75.0% | 80.1%-5.1pp | 71.3%+3.7pp | 83.0%-8.0pp |
| Annual return | -1.42% | 29.86%-31.3pp | 22.07%-23.5pp | 41.46%-42.9pp |
| Employer contribution / active EE | $1,548 | $5,619-72.5% | $3,892-60.2% | $4,869-68.2% |
| Participant deferral / active EE | $3,615 | $3,932-8.1% | $3,166+14.1% | $5,287-31.6% |
| Admin fee / account holder | $51 | $8,076-99.4% | $5,666-99.1% | $10,133-99.5% |