Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,264 | $95,895-77.8% | $79,576-73.3% | $134,509-84.2% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -22.89% | -2.72%-20.2pp | 0.15%-23.0pp | 418.13%-441.0pp |
| Employer contribution / active EE | $1,403 | $3,128-55.2% | $2,413-41.9% | $4,741-70.4% |
| Participant deferral / active EE | $2,536 | $4,693-46.0% | $3,985-36.4% | $6,400-60.4% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |