Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $37,850 | $129,959-70.9% | $104,301-63.7% | $134,532-71.9% |
| Participation rate | 88.9% | 79.5%+9.4pp | 73.3%+15.6pp | 81.2%+7.7pp |
| Annual return | -23.98% | 42.04%-66.0pp | 24.61%-48.6pp | 418.27%-442.2pp |
| Employer contribution / active EE | $1,500 | $4,185-64.2% | $3,373-55.5% | $4,741-68.4% |
| Participant deferral / active EE | $4,911 | $5,589-12.1% | $4,626+6.2% | $6,401-23.3% |
| Admin fee / account holder | $190 | $9,325-98.0% | $7,340-97.4% | $11,429-98.3% |