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 | $24,261 | $107,809-77.5% | $90,657-73.2% | $135,380-82.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -13.18% | -0.90%-12.3pp | 1.89%-15.1pp | 519.81%-533.0pp |
| Employer contribution / active EE | $747 | $3,018-75.3% | $2,532-70.5% | $4,779-84.4% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $54 | $5,931-99.1% | $4,994-98.9% | $10,828-99.5% |