Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $57,251 | $131,835-56.6% | $108,582-47.3% | $273,972-79.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -0.06% | -91.57%+91.5pp | -51.70%+51.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $26,262 | $4,913+434.6% | $3,758+598.8% | $4,869+439.4% |
| Participant deferral / active EE | $1,625 | $5,127-68.3% | $4,311-62.3% | $5,287-69.3% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |