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 | $24,272 | $67,372-64.0% | $60,906-60.1% | $134,532-82.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.64% | 50.05%-70.7pp | 16.94%-37.6pp | 418.27%-438.9pp |
| Employer contribution / active EE | $4,534 | $3,099+46.3% | $2,703+67.7% | $4,741-4.4% |
| Participant deferral / active EE | $10,037 | $4,532+121.4% | $3,814+163.2% | $6,401+56.8% |
| Admin fee / account holder | $129 | $4,588-97.2% | $3,227-96.0% | $11,429-98.9% |