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 | $42,073 | $95,915-56.1% | $79,580-47.1% | $134,532-68.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -22.91% | -2.71%-20.2pp | 0.15%-23.1pp | 418.27%-441.2pp |
| Employer contribution / active EE | $1,718 | $3,129-45.1% | $2,413-28.8% | $4,741-63.8% |
| Participant deferral / active EE | $2,657 | $4,693-43.4% | $3,985-33.3% | $6,401-58.5% |
| Admin fee / account holder | $253 | $9,132-97.2% | $6,835-96.3% | $11,429-97.8% |