Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $47,357 | $134,001-64.7% | $112,258-57.8% | $134,509-64.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -28.33% | 47.15%-75.5pp | 27.47%-55.8pp | 418.13%-446.5pp |
| Employer contribution / active EE | $4,504 | $4,039+11.5% | $3,636+23.9% | $4,741-5.0% |
| Participant deferral / active EE | $3,304 | $5,291-37.6% | $4,728-30.1% | $6,400-48.4% |
| Admin fee / account holder | $265 | $7,491-96.5% | $6,411-95.9% | $11,427-97.7% |