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 | $3,427 | $25,014-86.3% | $69,611-95.1% | $80,925-95.8% |
| Participation rate | 98.5% | 64.2%+34.2pp | 66.4%+32.0pp | 67.7%+30.8pp |
| Annual return | -38.02% | 19.08%-57.1pp | 101.14%-139.2pp | 35.65%-73.7pp |
| Employer contribution / active EE | $479 | $991-51.6% | $1,709-71.9% | $2,756-82.6% |
| Participant deferral / active EE | $0 | $1,840-100.0% | $2,891-100.0% | $4,299-100.0% |
| Admin fee / account holder | $34 | $2,491-98.6% | $4,696-99.3% | $6,940-99.5% |