Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $25,434 | $141,001-82.0% | $112,228-77.3% | $139,487-81.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -10.62% | 32.75%-43.4pp | 30.23%-40.9pp | 373.84%-384.5pp |
| Employer contribution / active EE | $5,000 | $4,285+16.7% | $3,432+45.7% | $4,755+5.2% |
| Participant deferral / active EE | $5,402 | $5,877-8.1% | $4,800+12.5% | $6,713-19.5% |
| Admin fee / account holder | $92 | $9,959-99.1% | $7,752-98.8% | $11,407-99.2% |