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 | $17,054 | $42,910-60.3% | $60,919-72.0% | $68,490-75.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -21.93% | -13.99%-7.9pp | 16.96%-38.9pp | -7.85%-14.1pp |
| Employer contribution / active EE | $3,895 | $1,978+96.9% | $2,704+44.1% | $2,597+50.0% |
| Participant deferral / active EE | $4,588 | $2,866+60.1% | $3,814+20.3% | $4,028+13.9% |
| Admin fee / account holder | $19 | $3,104-99.4% | $3,228-99.4% | $5,403-99.6% |