Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $32,423 | $133,998-75.8% | $112,263-71.1% | $134,545-75.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.86% | 47.17%-69.0pp | 27.49%-49.4pp | 418.37%-440.2pp |
| Employer contribution / active EE | $4,038 | $4,040-0.1% | $3,636+11.0% | $4,742-14.8% |
| Participant deferral / active EE | $10,384 | $5,292+96.2% | $4,729+119.6% | $6,401+62.2% |
| Admin fee / account holder | $234 | $7,493-96.9% | $6,410-96.3% | $11,431-98.0% |