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 | $19,600 | $138,102-85.8% | $125,381-84.4% | $134,532-85.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.04% | 750.73%-772.8pp | 572.31%-594.4pp | 418.27%-440.3pp |
| Employer contribution / active EE | $2,670 | $5,245-49.1% | $4,815-44.6% | $4,741-43.7% |
| Participant deferral / active EE | $7,319 | $7,801-6.2% | $7,448-1.7% | $6,401+14.3% |
| Admin fee / account holder | $256 | $11,568-97.8% | $10,007-97.4% | $11,429-97.8% |