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 | $56,116-74.3% | $135,768-89.4% | $86,983-83.4% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 10.57% | 125.33%-114.8pp | 526.10%-515.5pp | 25.83%-15.3pp |
| Employer contribution / active EE | $602 | $1,528-60.6% | $3,394-82.3% | $2,584-76.7% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,977-100.0% | $4,194-100.0% |
| Admin fee / account holder | $109 | $4,314-97.5% | $7,048-98.5% | $7,856-98.6% |