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 | $36,216 | $69,541-47.9% | $59,899-39.5% | $135,380-73.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -10.28% | 7.95%-18.2pp | 3.46%-13.7pp | 519.81%-530.1pp |
| Employer contribution / active EE | $2,818 | $3,236-12.9% | $2,723+3.5% | $4,779-41.0% |
| Participant deferral / active EE | $9,365 | $4,206+122.7% | $3,402+175.2% | $5,609+67.0% |
| Admin fee / account holder | $40 | $5,737-99.3% | $3,592-98.9% | $10,828-99.6% |