Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,122 | $95,193-69.4% | $76,523-61.9% | $135,382-78.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -22.69% | 4.85%-27.5pp | -0.27%-22.4pp | 519.77%-542.5pp |
| Employer contribution / active EE | $2,704 | $3,302-18.1% | $2,647+2.1% | $4,779-43.4% |
| Participant deferral / active EE | $14,737 | $4,639+217.7% | $3,835+284.2% | $5,609+162.7% |
| Admin fee / account holder | $186 | $6,249-97.0% | $4,848-96.2% | $10,829-98.3% |