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 | $41,392 | $82,678-49.9% | $125,391-67.0% | $68,490-39.6% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -21.00% | -5.97%-15.0pp | 572.41%-593.4pp | -7.85%-13.1pp |
| Employer contribution / active EE | $3,999 | $3,382+18.2% | $4,816-17.0% | $2,597+54.0% |
| Participant deferral / active EE | $3,375 | $6,111-44.8% | $7,448-54.7% | $4,028-16.2% |
| Admin fee / account holder | $159 | $6,277-97.5% | $10,009-98.4% | $5,403-97.1% |