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 | $39,339 | $100,811-61.0% | $86,698-54.6% | $134,545-70.8% |
| Participation rate | 71.4% | 79.0%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -22.71% | 29.11%-51.8pp | 35.96%-58.7pp | 418.37%-441.1pp |
| Employer contribution / active EE | $3,479 | $3,490-0.3% | $2,837+22.6% | $4,742-26.6% |
| Participant deferral / active EE | $6,955 | $5,339+30.3% | $4,656+49.4% | $6,401+8.7% |
| Admin fee / account holder | $253 | $10,926-97.7% | $7,492-96.6% | $11,431-97.8% |