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 | $14,438 | $133,981-89.2% | $112,249-87.1% | $134,532-89.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.31% | 47.16%-69.5pp | 27.48%-49.8pp | 418.27%-440.6pp |
| Employer contribution / active EE | $4,982 | $4,040+23.3% | $3,636+37.0% | $4,741+5.1% |
| Participant deferral / active EE | $2,334 | $5,292-55.9% | $4,729-50.7% | $6,401-63.5% |
| Admin fee / account holder | $210 | $7,492-97.2% | $6,412-96.7% | $11,429-98.2% |