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 | $41,209 | $96,956-57.5% | $69,779-40.9% | $273,972-85.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | -0.95% | 12.93%-13.9pp | 12.99%-13.9pp | 41.46%-42.4pp |
| Employer contribution / active EE | $1,728 | $3,316-47.9% | $2,338-26.1% | $4,869-64.5% |
| Participant deferral / active EE | $2,973 | $3,744-20.6% | $2,931+1.5% | $5,287-43.8% |
| Admin fee / account holder | $160 | $7,934-98.0% | $4,381-96.3% | $10,133-98.4% |