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 | $76,837 | $102,338-24.9% | - | $158,982-51.7% |
| Participation rate | 87.5% | 71.6%+15.9pp | - | 82.0%+5.5pp |
| Annual return | 0.06% | 36.22%-36.2pp | - | 302.99%-302.9pp |
| Employer contribution / active EE | $0 | $3,757-100.0% | - | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,842-100.0% | - | $5,983-100.0% |
| Admin fee / account holder | $0 | $2,896-100.0% | - | $11,252-100.0% |