Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,277 | $100,805-80.9% | $86,698-77.8% | $134,532-85.7% |
| Participation rate | 71.4% | 79.0%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -23.49% | 29.09%-52.6pp | 35.95%-59.4pp | 418.27%-441.8pp |
| Employer contribution / active EE | $2,685 | $3,490-23.1% | $2,837-5.3% | $4,741-43.4% |
| Participant deferral / active EE | $5,315 | $5,339-0.4% | $4,656+14.2% | $6,401-17.0% |
| Admin fee / account holder | $5 | $10,925-100.0% | $7,493-99.9% | $11,429-100.0% |