Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,686 | $29,716-64.0% | $56,077-80.9% | $80,925-86.8% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 4.14% | 35.30%-31.2pp | 1709.28%-1705.1pp | 35.65%-31.5pp |
| Employer contribution / active EE | $4,759 | $671+609.2% | $1,040+357.4% | $2,756+72.7% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |