Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $34,869 | $67,823-48.6% | $52,425-33.5% | $137,256-74.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 0.24% | 219.11%-218.9pp | 302.12%-301.9pp | 220.34%-220.1pp |
| Employer contribution / active EE | $1,200 | $1,163+3.2% | $914+31.3% | $4,156-71.1% |
| Participant deferral / active EE | $1,200 | $2,288-47.6% | $1,790-33.0% | $6,407-81.3% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |