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 | $34,740 | $127,387-72.7% | $115,038-69.8% | $125,389-72.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -37.88% | 31.28%-69.2pp | 26.14%-64.0pp | 282.24%-320.1pp |
| Employer contribution / active EE | $14,273 | $5,166+176.3% | $4,608+209.7% | $4,866+193.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $120 | $9,516-98.7% | $8,175-98.5% | $9,541-98.7% |