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 | $79,761 | $133,998-40.5% | $112,263-29.0% | $134,545-40.7% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -27.20% | 47.17%-74.4pp | 27.49%-54.7pp | 418.37%-445.6pp |
| Employer contribution / active EE | $1,947 | $4,040-51.8% | $3,636-46.4% | $4,742-58.9% |
| Participant deferral / active EE | $5,183 | $5,292-2.1% | $4,729+9.6% | $6,401-19.0% |
| Admin fee / account holder | $272 | $7,493-96.4% | $6,410-95.8% | $11,431-97.6% |