Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,488 | $95,895-89.1% | $79,576-86.8% | $134,509-92.2% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -22.26% | -2.72%-19.5pp | 0.15%-22.4pp | 418.13%-440.4pp |
| Employer contribution / active EE | $1,221 | $3,128-61.0% | $2,413-49.4% | $4,741-74.2% |
| Participant deferral / active EE | $2,771 | $4,693-41.0% | $3,985-30.5% | $6,400-56.7% |
| Admin fee / account holder | $74 | $9,129-99.2% | $6,834-98.9% | $11,427-99.3% |