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 | $24,374 | $158,852-84.7% | $121,220-79.9% | $135,380-82.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -13.42% | -0.64%-12.8pp | 16.94%-30.4pp | 519.81%-533.2pp |
| Employer contribution / active EE | $4,437 | $5,666-21.7% | $4,023+10.3% | $4,779-7.2% |
| Participant deferral / active EE | $3,822 | $4,006-4.6% | $3,345+14.2% | $5,609-31.9% |
| Admin fee / account holder | $45 | $6,515-99.3% | $5,021-99.1% | $10,828-99.6% |