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 | $12,769 | $90,320-85.9% | $59,496-78.5% | $125,389-89.8% |
| Participation rate | 91.7% | 68.3%+23.4pp | 54.6%+37.1pp | 83.2%+8.5pp |
| Annual return | -9.94% | 369.13%-379.1pp | 182.05%-192.0pp | 282.24%-292.2pp |
| Employer contribution / active EE | $833 | $1,792-53.5% | $1,153-27.8% | $4,866-82.9% |
| Participant deferral / active EE | $340 | $2,716-87.5% | $1,829-81.4% | $5,352-93.6% |
| Admin fee / account holder | $225 | $3,063-92.7% | $2,232-89.9% | $9,541-97.6% |