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 | $57,224 | $99,032-42.2% | $80,022-28.5% | $135,379-57.7% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -9.79% | 15.39%-25.2pp | 11.22%-21.0pp | 519.79%-529.6pp |
| Employer contribution / active EE | $2,511 | $3,043-17.5% | $2,468+1.8% | $4,779-47.5% |
| Participant deferral / active EE | $5,669 | $4,282+32.4% | $3,686+53.8% | $5,609+1.1% |
| Admin fee / account holder | $150 | $10,436-98.6% | $6,521-97.7% | $10,828-98.6% |