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 | $34,644 | $138,075-74.9% | $123,552-72.0% | $135,379-74.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.29% | 153.70%-169.0pp | 119.20%-134.5pp | 519.79%-535.1pp |
| Employer contribution / active EE | $930 | $5,152-81.9% | $4,628-79.9% | $4,779-80.5% |
| Participant deferral / active EE | $21,210 | $6,800+211.9% | $6,426+230.1% | $5,609+278.1% |
| Admin fee / account holder | $268 | $10,917-97.5% | $9,285-97.1% | $10,828-97.5% |