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 | $23,532 | $167,353-85.9% | $143,797-83.6% | $134,545-82.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.70% | 0.48%-22.2pp | -0.04%-21.7pp | 418.37%-440.1pp |
| Employer contribution / active EE | $1,605 | $5,620-71.4% | $4,952-67.6% | $4,742-66.2% |
| Participant deferral / active EE | $7,179 | $6,447+11.3% | $5,638+27.3% | $6,401+12.1% |
| Admin fee / account holder | $294 | $18,096-98.4% | $14,679-98.0% | $11,431-97.4% |