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 | $58,306 | $97,020-39.9% | $83,327-30.0% | $135,380-56.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -9.78% | 12.31%-22.1pp | 10.64%-20.4pp | 519.81%-529.6pp |
| Employer contribution / active EE | $782 | $4,144-81.1% | $3,379-76.8% | $4,779-83.6% |
| Participant deferral / active EE | $3,063 | $5,964-48.6% | $5,565-45.0% | $5,609-45.4% |
| Admin fee / account holder | $17 | $8,426-99.8% | $7,540-99.8% | $10,828-99.8% |