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 | $3,711 | $29,736-87.5% | $56,033-93.4% | $80,935-95.4% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 9.84% | 35.28%-25.4pp | 1711.38%-1701.5pp | 35.66%-25.8pp |
| Employer contribution / active EE | $403 | $671-40.0% | $1,041-61.3% | $2,757-85.4% |
| Participant deferral / active EE | $313 | $1,228-74.5% | $1,954-84.0% | $4,299-92.7% |
| Admin fee / account holder | $138 | $2,434-94.3% | $2,827-95.1% | $6,924-98.0% |