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 | $17,265 | $97,729-82.3% | $83,830-79.4% | $135,379-87.2% |
| Participation rate | 72.2% | 80.0%-7.7pp | 76.1%-3.9pp | 82.6%-10.4pp |
| Annual return | -11.87% | 1287.52%-1299.4pp | 850.97%-862.8pp | 519.79%-531.7pp |
| Employer contribution / active EE | $1,347 | $4,222-68.1% | $3,631-62.9% | $4,779-71.8% |
| Participant deferral / active EE | $2,730 | $4,683-41.7% | $4,082-33.1% | $5,609-51.3% |
| Admin fee / account holder | $124 | $6,674-98.1% | $5,479-97.7% | $10,828-98.9% |