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 | $16,441 | $69,518-76.3% | $59,883-72.5% | $135,382-87.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -11.39% | 7.95%-19.3pp | 3.46%-14.9pp | 519.77%-531.2pp |
| Employer contribution / active EE | $2,103 | $3,235-35.0% | $2,722-22.7% | $4,779-56.0% |
| Participant deferral / active EE | $3,909 | $4,204-7.0% | $3,402+14.9% | $5,609-30.3% |
| Admin fee / account holder | $59 | $5,734-99.0% | $3,591-98.4% | $10,829-99.5% |