Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $61,683 | $167,353-63.1% | $143,797-57.1% | $134,545-54.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -79.15% | 0.48%-79.6pp | -0.04%-79.1pp | 418.37%-497.5pp |
| Employer contribution / active EE | $21,080 | $5,620+275.0% | $4,952+325.6% | $4,742+344.6% |
| Participant deferral / active EE | $13,000 | $6,447+101.6% | $5,638+130.6% | $6,401+103.1% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |