Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,374 | $107,809-67.2% | $90,657-61.0% | $135,379-73.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -11.39% | -0.90%-10.5pp | 1.89%-13.3pp | 519.79%-531.2pp |
| Employer contribution / active EE | $655 | $3,018-78.3% | $2,532-74.1% | $4,779-86.3% |
| Participant deferral / active EE | $14,015 | $3,872+262.0% | $3,424+309.3% | $5,609+149.9% |
| Admin fee / account holder | $142 | $5,931-97.6% | $4,994-97.2% | $10,828-98.7% |