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 | $15,908 | $91,911-82.7% | $68,612-76.8% | $135,379-88.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -12.60% | -8.22%-4.4pp | -4.63%-8.0pp | 519.79%-532.4pp |
| Employer contribution / active EE | $8,093 | $3,924+106.3% | $2,625+208.3% | $4,779+69.4% |
| Participant deferral / active EE | $4,632 | $4,315+7.4% | $3,311+39.9% | $5,609-17.4% |
| Admin fee / account holder | $8 | $9,240-99.9% | $5,131-99.8% | $10,828-99.9% |