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 | $25,282 | $65,712-61.5% | $57,196-55.8% | $273,972-90.8% |
| Participation rate | 81.8% | 78.3%+3.5pp | 75.3%+6.5pp | 83.0%-1.2pp |
| Annual return | -4.40% | 22.01%-26.4pp | 14.59%-19.0pp | 41.46%-45.9pp |
| Employer contribution / active EE | $573 | $3,280-82.5% | $2,683-78.6% | $4,869-88.2% |
| Participant deferral / active EE | $734 | $3,782-80.6% | $3,096-76.3% | $5,287-86.1% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |