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 | $13,160 | $48,078-72.6% | $78,676-83.3% | $62,881-79.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -0.36% | 31.36%-31.7pp | 62.19%-62.5pp | 20.14%-20.5pp |
| Employer contribution / active EE | $962 | $2,015-52.3% | $2,850-66.3% | $2,281-57.8% |
| Participant deferral / active EE | $2,329 | $2,587-10.0% | $3,517-33.8% | $3,203-27.3% |
| Admin fee / account holder | $135 | $3,206-95.8% | $4,510-97.0% | $4,296-96.9% |