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 | $55,574 | $101,063-45.0% | $81,473-31.8% | $147,586-62.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | -0.16% | 32.41%-32.6pp | 38.78%-38.9pp | 578.59%-578.8pp |
| Employer contribution / active EE | $9,535 | $3,206+197.5% | $2,568+271.3% | $4,876+95.5% |
| Participant deferral / active EE | $12,292 | $4,242+189.7% | $3,537+247.5% | $5,439+126.0% |
| Admin fee / account holder | $81 | $5,812-98.6% | $4,561-98.2% | $10,886-99.3% |