Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,614 | $110,629-92.2% | $80,784-89.3% | $167,553-94.9% |
| Participation rate | 71.4% | 64.0%+7.5pp | 54.2%+17.3pp | 82.1%-10.7pp |
| Annual return | 0.55% | 120.58%-120.0pp | 87.31%-86.8pp | 478.89%-478.3pp |
| Employer contribution / active EE | $669 | $1,543-56.6% | $1,160-42.3% | $4,840-86.2% |
| Participant deferral / active EE | $1,817 | $2,871-36.7% | $2,145-15.3% | $6,343-71.4% |
| Admin fee / account holder | $168 | $4,547-96.3% | $3,380-95.0% | $12,316-98.6% |