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 | $14,817 | $84,628-82.5% | $61,501-75.9% | $134,545-89.0% |
| Participation rate | 70.0% | 62.2%+7.8pp | 52.6%+17.4pp | 81.2%-11.2pp |
| Annual return | -26.54% | 585.61%-612.1pp | 339.04%-365.6pp | 418.37%-444.9pp |
| Employer contribution / active EE | $299 | $1,545-80.7% | $1,160-74.2% | $4,742-93.7% |
| Participant deferral / active EE | $1,077 | $2,819-61.8% | $2,125-49.3% | $6,401-83.2% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |