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 | $19,270 | $65,367-70.5% | $92,915-79.3% | $72,976-73.6% |
| Participation rate | 95.8% | 68.3%+27.5pp | 76.0%+19.8pp | 69.5%+26.3pp |
| Annual return | -1.01% | 42.11%-43.1pp | 109.45%-110.5pp | 81.02%-82.0pp |
| Employer contribution / active EE | $6,657 | $2,594+156.7% | $3,653+82.2% | $2,440+172.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $197 | $4,251-95.4% | $5,796-96.6% | $5,124-96.2% |