Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,319 | $167,362-87.9% | $143,799-85.9% | $134,532-84.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -33.00% | 0.47%-33.5pp | -0.04%-33.0pp | 418.27%-451.3pp |
| Employer contribution / active EE | $1,698 | $5,620-69.8% | $4,952-65.7% | $4,741-64.2% |
| Participant deferral / active EE | $4,657 | $6,447-27.8% | $5,638-17.4% | $6,401-27.3% |
| Admin fee / account holder | $66 | $18,094-99.6% | $14,677-99.5% | $11,429-99.4% |