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 | $38,703 | $67,396-42.6% | $60,919-36.5% | $134,545-71.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -29.32% | 50.12%-79.4pp | 16.96%-46.3pp | 418.37%-447.7pp |
| Employer contribution / active EE | $6,600 | $3,101+112.8% | $2,704+144.1% | $4,742+39.2% |
| Participant deferral / active EE | $27,000 | $4,534+495.5% | $3,814+607.8% | $6,401+321.8% |
| Admin fee / account holder | $20 | $4,590-99.6% | $3,228-99.4% | $11,431-99.8% |