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 | $10,074 | $152,591-93.4% | $117,529-91.4% | $134,545-92.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -30.09% | 53.04%-83.1pp | 29.77%-59.9pp | 418.37%-448.5pp |
| Employer contribution / active EE | $2,270 | $5,576-59.3% | $4,179-45.7% | $4,742-52.1% |
| Participant deferral / active EE | $7,521 | $4,821+56.0% | $4,072+84.7% | $6,401+17.5% |
| Admin fee / account holder | $136 | $7,004-98.1% | $5,645-97.6% | $11,431-98.8% |