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 | $42,161 | $56,484-25.4% | $169,452-75.1% | $64,173-34.3% |
| Participation rate | 71.0% | 64.5%+6.4pp | 77.8%-6.8pp | 69.6%+1.4pp |
| Annual return | -13.60% | -1.55%-12.0pp | 1.83%-15.4pp | 7.63%-21.2pp |
| Employer contribution / active EE | $1,833 | $1,8320% | $4,157-55.9% | $2,381-23.0% |
| Participant deferral / active EE | $4,103 | $3,448+19.0% | $5,277-22.2% | $3,470+18.3% |
| Admin fee / account holder | $170 | $4,174-95.9% | $9,110-98.1% | $4,887-96.5% |