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 | $25,850 | $84,628-69.5% | $61,501-58.0% | $134,545-80.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -23.67% | 585.61%-609.3pp | 339.04%-362.7pp | 418.37%-442.0pp |
| Employer contribution / active EE | $2,084 | $1,545+34.9% | $1,160+79.7% | $4,742-56.0% |
| Participant deferral / active EE | $6,419 | $2,819+127.8% | $2,125+202.1% | $6,401+0.3% |
| Admin fee / account holder | $219 | $2,587-91.5% | $2,132-89.7% | $11,431-98.1% |