Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,829 | $100,772-70.4% | $86,690-65.6% | $134,493-77.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.10% | 29.06%-54.2pp | 35.93%-61.0pp | 418.01%-443.1pp |
| Employer contribution / active EE | $2,418 | $3,490-30.7% | $2,837-14.8% | $4,740-49.0% |
| Participant deferral / active EE | $4,785 | $5,338-10.4% | $4,656+2.8% | $6,400-25.2% |
| Admin fee / account holder | $0 | $10,920-100.0% | $7,490-100.0% | $11,425-100.0% |