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 | $16,303 | $45,152-63.9% | $73,836-77.9% | $59,633-72.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -8.35% | 27.40%-35.8pp | 2268.06%-2276.4pp | 2041.45%-2049.8pp |
| Employer contribution / active EE | $2,319 | $1,901+22.0% | $2,787-16.8% | $2,203+5.3% |
| Participant deferral / active EE | $3,037 | $2,573+18.0% | $3,583-15.2% | $3,192-4.8% |
| Admin fee / account holder | $178 | $3,515-94.9% | $4,882-96.4% | $4,297-95.9% |