Sign up free to preview peer percentile detail
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 | $74,854 | $159,934-53.2% | $147,005-49.1% | $145,959-48.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -6.21% | 98.24%-104.5pp | 418.76%-425.0pp | 561.95%-568.2pp |
| Employer contribution / active EE | $2,000 | $5,287-62.2% | $4,934-59.5% | $4,661-57.1% |
| Participant deferral / active EE | $20,333 | $8,427+141.3% | $8,070+152.0% | $6,689+204.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |