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 | $12,952 | $90,509-85.7% | $78,693-83.5% | $273,968-95.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.90% | 75.61%-76.5pp | 62.18%-63.1pp | 41.45%-42.4pp |
| Employer contribution / active EE | $1,894 | $3,175-40.4% | $2,850-33.6% | $4,869-61.1% |
| Participant deferral / active EE | $1,894 | $3,901-51.5% | $3,517-46.2% | $5,287-64.2% |
| Admin fee / account holder | $12 | $5,264-99.8% | $4,511-99.7% | $10,132-99.9% |