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 | $19,085 | $87,546-78.2% | $75,784-74.8% | $125,389-84.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.10% | 13.49%-17.6pp | 9.68%-13.8pp | 282.24%-286.3pp |
| Employer contribution / active EE | $2,097 | $3,930-46.7% | $3,323-36.9% | $4,866-56.9% |
| Participant deferral / active EE | $3,007 | $4,230-28.9% | $3,652-17.7% | $5,352-43.8% |
| Admin fee / account holder | $93 | $6,503-98.6% | $5,300-98.2% | $9,541-99.0% |