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 | $15,608 | $93,098-83.2% | $77,081-79.8% | $134,509-88.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -29.27% | 62.63%-91.9pp | 42.33%-71.6pp | 418.13%-447.4pp |
| Employer contribution / active EE | $7,819 | $3,419+128.7% | $2,813+177.9% | $4,741+64.9% |
| Participant deferral / active EE | $4,625 | $5,239-11.7% | $4,428+4.5% | $6,400-27.7% |
| Admin fee / account holder | $57 | $6,945-99.2% | $5,427-98.9% | $11,427-99.5% |