Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,236 | $138,102-86.1% | $125,381-84.7% | $134,532-85.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.13% | 750.73%-771.9pp | 572.31%-593.4pp | 418.27%-439.4pp |
| Employer contribution / active EE | $3,378 | $5,245-35.6% | $4,815-29.9% | $4,741-28.8% |
| Participant deferral / active EE | $15,439 | $7,801+97.9% | $7,448+107.3% | $6,401+141.2% |
| Admin fee / account holder | $68 | $11,568-99.4% | $10,007-99.3% | $11,429-99.4% |