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 | $26,838 | $167,362-84.0% | $143,799-81.3% | $134,532-80.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -21.58% | 0.47%-22.1pp | -0.04%-21.5pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,448 | $5,620-74.2% | $4,952-70.8% | $4,741-69.5% |
| Participant deferral / active EE | $4,215 | $6,447-34.6% | $5,638-25.3% | $6,401-34.2% |
| Admin fee / account holder | $207 | $18,094-98.9% | $14,677-98.6% | $11,429-98.2% |