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 | $14,440 | $53,063-72.8% | $124,206-88.4% | $82,637-82.5% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 10.57% | 68.87%-58.3pp | 515.27%-504.7pp | 53.51%-42.9pp |
| Employer contribution / active EE | $602 | $1,530-60.7% | $3,540-83.0% | $2,552-76.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $109 | $4,281-97.4% | $5,929-98.2% | $7,339-98.5% |