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 | $48,031 | $99,079-51.5% | $78,002-38.4% | $273,972-82.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 0.19% | 217.93%-217.7pp | 425.99%-425.8pp | 41.46%-41.3pp |
| Employer contribution / active EE | $1,787 | $3,308-46.0% | $2,470-27.7% | $4,869-63.3% |
| Participant deferral / active EE | $11,128 | $4,306+158.4% | $3,497+218.2% | $5,287+110.5% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |