Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,849 | $93,117-72.2% | $77,096-66.5% | $134,532-80.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -26.15% | 62.67%-88.8pp | 42.35%-68.5pp | 418.27%-444.4pp |
| Employer contribution / active EE | $4,710 | $3,420+37.7% | $2,814+67.3% | $4,741-0.7% |
| Participant deferral / active EE | $3,282 | $5,241-37.4% | $4,429-25.9% | $6,401-48.7% |
| Admin fee / account holder | $122 | $6,948-98.2% | $5,428-97.8% | $11,429-98.9% |