Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,224 | $95,895-82.0% | $79,576-78.4% | $134,509-87.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.43% | -2.72%-19.7pp | 0.15%-22.6pp | 418.13%-440.6pp |
| Employer contribution / active EE | $1,377 | $3,128-56.0% | $2,413-43.0% | $4,741-71.0% |
| Participant deferral / active EE | $3,799 | $4,693-19.1% | $3,985-4.7% | $6,400-40.6% |
| Admin fee / account holder | $81 | $9,129-99.1% | $6,834-98.8% | $11,427-99.3% |