Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $27,288 | $97,732-72.1% | $83,831-67.4% | $135,380-79.8% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -12.24% | 1287.56%-1299.8pp | 850.99%-863.2pp | 519.81%-532.0pp |
| Employer contribution / active EE | $1,757 | $4,222-58.4% | $3,631-51.6% | $4,779-63.2% |
| Participant deferral / active EE | $7,219 | $4,683+54.2% | $4,082+76.9% | $5,609+28.7% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |