Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,826 | $99,644-78.1% | $86,438-74.7% | $134,532-83.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.18% | 6787.26%-6814.4pp | 4397.19%-4424.4pp | 418.27%-445.4pp |
| Employer contribution / active EE | $13,540 | $4,402+207.6% | $3,769+259.2% | $4,741+185.6% |
| Participant deferral / active EE | $11,458 | $7,247+58.1% | $6,952+64.8% | $6,401+79.0% |
| Admin fee / account holder | $182 | $8,375-97.8% | $6,733-97.3% | $11,429-98.4% |