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 | $24,663 | $54,380-54.6% | $68,509-64.0% | $59,633-58.6% |
| Participation rate | 88.5% | 70.2%+18.4pp | 74.7%+13.8pp | 68.7%+19.9pp |
| Annual return | -8.08% | 2.83%-10.9pp | 8.27%-16.4pp | 2041.45%-2049.5pp |
| Employer contribution / active EE | $2,181 | $1,539+41.8% | $2,278-4.3% | $2,203-1.0% |
| Participant deferral / active EE | $2,440 | $2,643-7.7% | $3,382-27.9% | $3,192-23.6% |
| Admin fee / account holder | $154 | $3,885-96.0% | $5,275-97.1% | $4,297-96.4% |