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 | $7,510 | $100,203-92.5% | $85,240-91.2% | $145,897-94.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -33.81% | 84.28%-118.1pp | 66.75%-100.6pp | 552.29%-586.1pp |
| Employer contribution / active EE | $3,885 | $3,242+19.8% | $2,735+42.0% | $4,663-16.7% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |