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 | $43,955 | $175,646-75.0% | $129,118-66.0% | $134,545-67.3% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.2%-2.2pp | 81.2%-6.2pp |
| Annual return | -21.38% | -11.39%-10.0pp | -10.94%-10.4pp | 418.37%-439.8pp |
| Employer contribution / active EE | $7,985 | $6,355+25.6% | $5,051+58.1% | $4,742+68.4% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,431-100.0% |