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 | $32,247 | $75,828-57.5% | $147,617-78.2% | $59,632-45.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -4.38% | 0.37%-4.7pp | 61.98%-66.4pp | 2041.32%-2045.7pp |
| Employer contribution / active EE | $8,065 | $3,485+131.5% | $5,565+44.9% | $2,203+266.2% |
| Participant deferral / active EE | $7,683 | $3,130+145.4% | $4,895+56.9% | $3,192+140.7% |
| Admin fee / account holder | $237 | $5,985-96.0% | $11,611-98.0% | $4,297-94.5% |