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 | $48,619 | $72,177-32.6% | $115,038-57.7% | $59,633-18.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -4.86% | 12.02%-16.9pp | 26.14%-31.0pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $1,390 | $2,841-51.1% | $4,608-69.8% | $2,203-36.9% |
| Participant deferral / active EE | $3,643 | $4,783-23.8% | $6,026-39.5% | $3,192+14.2% |
| Admin fee / account holder | $79 | $4,927-98.4% | $8,175-99.0% | $4,297-98.2% |