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 | $8,103 | $92,743-91.3% | $82,744-90.2% | $134,532-94.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -23.29% | 946.63%-969.9pp | 702.22%-725.5pp | 418.27%-441.6pp |
| Employer contribution / active EE | $884 | $3,273-73.0% | $3,008-70.6% | $4,741-81.4% |
| Participant deferral / active EE | $1,465 | $4,802-69.5% | $4,395-66.7% | $6,401-77.1% |
| Admin fee / account holder | $67 | $5,977-98.9% | $5,325-98.7% | $11,429-99.4% |