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 | $16,902 | $54,355-68.9% | $82,744-79.6% | $68,486-75.3% |
| Participation rate | 80.0% | 63.9%+16.1pp | 72.6%+7.4pp | 67.9%+12.1pp |
| Annual return | -23.35% | -13.67%-9.7pp | 702.22%-725.6pp | -7.85%-15.5pp |
| Employer contribution / active EE | $1,359 | $2,219-38.7% | $3,008-54.8% | $2,597-47.7% |
| Participant deferral / active EE | $1,569 | $3,246-51.7% | $4,395-64.3% | $4,028-61.1% |
| Admin fee / account holder | $119 | $4,397-97.3% | $5,325-97.8% | $5,404-97.8% |