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 | $25,534 | $138,072-81.5% | $123,549-79.3% | $135,382-81.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.19% | 153.69%-166.9pp | 119.20%-132.4pp | 519.77%-533.0pp |
| Employer contribution / active EE | $4,149 | $5,152-19.5% | $4,628-10.3% | $4,779-13.2% |
| Participant deferral / active EE | $11,447 | $6,799+68.4% | $6,426+78.1% | $5,609+104.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |