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 | $11,249 | $81,840-86.3% | $63,412-82.3% | $125,389-91.0% |
| Participation rate | 75.0% | 73.0%+2.0pp | 67.1%+7.9pp | 83.2%-8.2pp |
| Annual return | -4.71% | -0.10%-4.6pp | 4.04%-8.7pp | 282.24%-286.9pp |
| Employer contribution / active EE | $859 | $2,377-63.8% | $1,814-52.6% | $4,866-82.3% |
| Participant deferral / active EE | $1,447 | $3,064-52.8% | $2,496-42.0% | $5,352-73.0% |
| Admin fee / account holder | $152 | $4,951-96.9% | $3,753-95.9% | $9,541-98.4% |