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 | $24,007 | $78,694-69.5% | $67,653-64.5% | $125,388-80.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.31% | 9.46%-13.8pp | 6625.22%-6629.5pp | 282.24%-286.5pp |
| Employer contribution / active EE | $2,522 | $3,044-17.1% | $2,266+11.3% | $4,866-48.2% |
| Participant deferral / active EE | $5,535 | $4,292+28.9% | $3,560+55.5% | $5,352+3.4% |
| Admin fee / account holder | $62 | $7,403-99.2% | $4,821-98.7% | $9,541-99.4% |