Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,832 | $95,895-88.7% | $79,576-86.4% | $134,509-91.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.58% | -2.72%-21.9pp | 0.15%-24.7pp | 418.13%-442.7pp |
| Employer contribution / active EE | $1,316 | $3,128-57.9% | $2,413-45.5% | $4,741-72.2% |
| Participant deferral / active EE | $2,848 | $4,693-39.3% | $3,985-28.5% | $6,400-55.5% |
| Admin fee / account holder | $279 | $9,129-96.9% | $6,834-95.9% | $11,427-97.6% |