Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,932 | $95,915-69.8% | $79,580-63.6% | $134,532-78.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -55.09% | -2.71%-52.4pp | 0.15%-55.2pp | 418.27%-473.4pp |
| Employer contribution / active EE | $2,193 | $3,129-29.9% | $2,413-9.1% | $4,741-53.8% |
| Participant deferral / active EE | $9,000 | $4,693+91.8% | $3,985+125.8% | $6,401+40.6% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |