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 | $47,015 | $87,542-46.3% | $75,782-38.0% | $125,393-62.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.06% | 13.48%-17.5pp | 9.68%-13.7pp | 282.23%-286.3pp |
| Employer contribution / active EE | $1,997 | $3,930-49.2% | $3,323-39.9% | $4,866-59.0% |
| Participant deferral / active EE | $3,462 | $4,229-18.1% | $3,652-5.2% | $5,351-35.3% |
| Admin fee / account holder | $125 | $6,502-98.1% | $5,300-97.6% | $9,541-98.7% |