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 | $18,700 | $190,916-90.2% | $160,037-88.3% | $134,545-86.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.04% | 552.79%-573.8pp | 408.95%-430.0pp | 418.37%-439.4pp |
| Employer contribution / active EE | $733 | $4,996-85.3% | $4,226-82.7% | $4,742-84.5% |
| Participant deferral / active EE | $8,045 | $6,925+16.2% | $6,184+30.1% | $6,401+25.7% |
| Admin fee / account holder | $197 | $10,497-98.1% | $8,716-97.7% | $11,431-98.3% |