Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $41,488 | $167,533-75.2% | $151,645-72.6% | $134,545-69.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.64% | 7.81%-37.5pp | 3.34%-33.0pp | 418.37%-448.0pp |
| Employer contribution / active EE | $5,408 | $6,828-20.8% | $6,165-12.3% | $4,742+14.1% |
| Participant deferral / active EE | $15,819 | $8,985+76.1% | $8,363+89.2% | $6,401+147.1% |
| Admin fee / account holder | $18 | $13,781-99.9% | $11,614-99.8% | $11,431-99.8% |