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 | $12,624 | $73,848-82.9% | $143,799-91.2% | $68,486-81.6% |
| Participation rate | 85.4% | 66.7%+18.8pp | 80.3%+5.1pp | 67.9%+17.5pp |
| Annual return | -21.91% | 0.91%-22.8pp | -0.04%-21.9pp | -7.85%-14.1pp |
| Employer contribution / active EE | $1,777 | $3,184-44.2% | $4,952-64.1% | $2,597-31.6% |
| Participant deferral / active EE | $1,195 | $3,385-64.7% | $5,638-78.8% | $4,028-70.3% |
| Admin fee / account holder | $95 | $5,755-98.3% | $14,677-99.4% | $5,404-98.2% |