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 | $49,039 | $167,353-70.7% | $143,797-65.9% | $134,545-63.6% |
| Participation rate | 82.6% | 84.8%-2.2pp | 80.3%+2.3pp | 81.2%+1.4pp |
| Annual return | -23.82% | 0.48%-24.3pp | -0.04%-23.8pp | 418.37%-442.2pp |
| Employer contribution / active EE | $1,860 | $5,620-66.9% | $4,952-62.4% | $4,742-60.8% |
| Participant deferral / active EE | $4,934 | $6,447-23.5% | $5,638-12.5% | $6,401-22.9% |
| Admin fee / account holder | $17 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |