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 | $17,807 | $95,975-81.4% | $74,552-76.1% | $135,382-86.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -15.21% | 56.96%-72.2pp | 32.53%-47.7pp | 519.77%-535.0pp |
| Employer contribution / active EE | $741 | $2,716-72.7% | $1,961-62.2% | $4,779-84.5% |
| Participant deferral / active EE | $6,257 | $3,844+62.8% | $3,108+101.3% | $5,609+11.6% |
| Admin fee / account holder | $268 | $6,522-95.9% | $5,060-94.7% | $10,829-97.5% |