Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,405 | $97,729-85.3% | $83,830-82.8% | $135,379-89.4% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | -17.13% | 1287.52%-1304.7pp | 850.97%-868.1pp | 519.79%-536.9pp |
| Employer contribution / active EE | $1,670 | $4,222-60.5% | $3,631-54.0% | $4,779-65.1% |
| Participant deferral / active EE | $3,430 | $4,683-26.8% | $4,082-16.0% | $5,609-38.9% |
| Admin fee / account holder | $299 | $6,674-95.5% | $5,479-94.5% | $10,828-97.2% |