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 | $36,938 | $73,863-50.0% | $143,797-74.3% | $68,490-46.1% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.3pp | 67.9%+28.8pp |
| Annual return | -25.37% | 0.91%-26.3pp | -0.04%-25.3pp | -7.85%-17.5pp |
| Employer contribution / active EE | $3,240 | $3,185+1.7% | $4,952-34.6% | $2,597+24.8% |
| Participant deferral / active EE | $7,577 | $3,385+123.8% | $5,638+34.4% | $4,028+88.1% |
| Admin fee / account holder | $250 | $5,756-95.7% | $14,679-98.3% | $5,403-95.4% |