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 | $42,664 | $87,016-51.0% | $63,244-32.5% | $125,388-66.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -4.47% | 21.71%-26.2pp | -70.31%+65.8pp | 282.24%-286.7pp |
| Employer contribution / active EE | $2,884 | $3,601-19.9% | $2,322+24.2% | $4,866-40.7% |
| Participant deferral / active EE | $14,572 | $3,939+269.9% | $2,953+393.4% | $5,352+172.3% |
| Admin fee / account holder | $264 | $11,954-97.8% | $5,893-95.5% | $9,541-97.2% |