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 | $32,295 | $59,111-45.4% | $86,451-62.6% | $68,490-52.8% |
| Participation rate | 96.3% | 75.2%+21.1pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | -20.82% | -0.22%-20.6pp | 4398.51%-4419.3pp | -7.85%-13.0pp |
| Employer contribution / active EE | $7,906 | $2,519+213.9% | $3,770+109.7% | $2,597+204.5% |
| Participant deferral / active EE | $7,633 | $5,900+29.4% | $6,953+9.8% | $4,028+89.5% |
| Admin fee / account holder | $199 | $5,640-96.5% | $6,734-97.0% | $5,403-96.3% |