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 | $29,863 | $140,592-78.8% | $123,105-75.7% | $125,389-76.2% |
| Participation rate | 77.8% | 88.2%-10.4pp | 86.8%-9.0pp | 83.2%-5.4pp |
| Annual return | -31.79% | 16.80%-48.6pp | 13.22%-45.0pp | 282.24%-314.0pp |
| Employer contribution / active EE | $1,354 | $6,041-77.6% | $5,151-73.7% | $4,866-72.2% |
| Participant deferral / active EE | $6,732 | $6,980-3.6% | $6,229+8.1% | $5,352+25.8% |
| Admin fee / account holder | $10 | $11,198-99.9% | $9,014-99.9% | $9,541-99.9% |