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 | $26,348 | $133,981-80.3% | $112,249-76.5% | $134,532-80.4% |
| Participation rate | 95.5% | 78.6%+16.9pp | 75.1%+20.4pp | 81.2%+14.2pp |
| Annual return | -21.32% | 47.16%-68.5pp | 27.48%-48.8pp | 418.27%-439.6pp |
| Employer contribution / active EE | $823 | $4,040-79.6% | $3,636-77.4% | $4,741-82.6% |
| Participant deferral / active EE | $2,680 | $5,292-49.4% | $4,729-43.3% | $6,401-58.1% |
| Admin fee / account holder | $45 | $7,492-99.4% | $6,412-99.3% | $11,429-99.6% |