Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,549 | $82,674-58.2% | $125,381-72.4% | $68,486-49.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -21.95% | -5.97%-16.0pp | 572.31%-594.3pp | -7.85%-14.1pp |
| Employer contribution / active EE | $7,090 | $3,382+109.6% | $4,815+47.2% | $2,597+173.0% |
| Participant deferral / active EE | $5,385 | $6,111-11.9% | $7,448-27.7% | $4,028+33.7% |
| Admin fee / account holder | $252 | $6,277-96.0% | $10,007-97.5% | $5,404-95.3% |