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 | $22,722 | $152,542-85.1% | $117,498-80.7% | $134,509-83.1% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -21.61% | 53.02%-74.6pp | 29.75%-51.4pp | 418.13%-439.7pp |
| Employer contribution / active EE | $12,924 | $5,574+131.9% | $4,178+209.3% | $4,741+172.6% |
| Participant deferral / active EE | $9,502 | $4,819+97.2% | $4,071+133.4% | $6,400+48.5% |
| Admin fee / account holder | $81 | $7,006-98.9% | $5,646-98.6% | $11,427-99.3% |