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 | $20,038 | $87,546-77.1% | $75,784-73.6% | $125,389-84.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.39% | 13.49%-17.9pp | 9.68%-14.1pp | 282.24%-286.6pp |
| Employer contribution / active EE | $2,426 | $3,930-38.3% | $3,323-27.0% | $4,866-50.2% |
| Participant deferral / active EE | $3,735 | $4,230-11.7% | $3,652+2.3% | $5,352-30.2% |
| Admin fee / account holder | $295 | $6,503-95.5% | $5,300-94.4% | $9,541-96.9% |