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 | $62,588 | $115,814-46.0% | $101,275-38.2% | $158,982-60.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -4.41% | 56.16%-60.6pp | 46.48%-50.9pp | 302.99%-307.4pp |
| Employer contribution / active EE | $11,059 | $4,176+164.8% | $3,660+202.1% | $4,763+132.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $93 | $7,249-98.7% | $5,948-98.4% | $11,252-99.2% |