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 | $26,347 | $78,694-66.5% | $67,653-61.1% | $125,388-79.0% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | -6.53% | 9.46%-16.0pp | 6625.22%-6631.8pp | 282.24%-288.8pp |
| Employer contribution / active EE | $9,807 | $3,044+222.2% | $2,266+332.9% | $4,866+101.5% |
| Participant deferral / active EE | $4,915 | $4,292+14.5% | $3,560+38.1% | $5,352-8.2% |
| Admin fee / account holder | $13 | $7,403-99.8% | $4,821-99.7% | $9,541-99.9% |