Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,351 | $81,276-75.0% | $155,574-86.9% | $80,925-74.9% |
| Participation rate | 92.7% | 66.2%+26.5pp | 78.2%+14.5pp | 67.7%+25.1pp |
| Annual return | -4.36% | 33.36%-37.7pp | 64.87%-69.2pp | 35.65%-40.0pp |
| Employer contribution / active EE | $1,831 | $3,103-41.0% | $4,676-60.8% | $2,756-33.6% |
| Participant deferral / active EE | $3,394 | $3,453-1.7% | $5,629-39.7% | $4,299-21.0% |
| Admin fee / account holder | $25 | $7,993-99.7% | $15,914-99.8% | $6,940-99.6% |