Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $33,538 | $96,956-65.4% | $69,779-51.9% | $273,972-87.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | -4.64% | 12.93%-17.6pp | 12.99%-17.6pp | 41.46%-46.1pp |
| Employer contribution / active EE | $2,633 | $3,316-20.6% | $2,338+12.6% | $4,869-45.9% |
| Participant deferral / active EE | $10,373 | $3,744+177.1% | $2,931+253.9% | $5,287+96.2% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |