Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,675 | $75,935-57.0% | $60,547-46.0% | $125,389-73.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 68.0%+7.0pp | 83.2%-8.2pp |
| Annual return | -23.94% | -5.38%-18.6pp | 335.64%-359.6pp | 282.24%-306.2pp |
| Employer contribution / active EE | $3,528 | $3,438+2.6% | $2,419+45.8% | $4,866-27.5% |
| Participant deferral / active EE | $7,655 | $4,506+69.9% | $3,328+130.0% | $5,352+43.0% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |