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 | $22,671 | $138,102-83.6% | $125,381-81.9% | $134,532-83.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.12% | 750.73%-774.8pp | 572.31%-596.4pp | 418.27%-442.4pp |
| Employer contribution / active EE | $2,047 | $5,245-61.0% | $4,815-57.5% | $4,741-56.8% |
| Participant deferral / active EE | $11,356 | $7,801+45.6% | $7,448+52.5% | $6,401+77.4% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |