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 | $5,222 | $27,639-81.1% | $61,501-91.5% | $68,490-92.4% |
| Participation rate | 82.1% | 39.5%+42.6pp | 52.6%+29.6pp | 67.9%+14.2pp |
| Annual return | -49.51% | -13.19%-36.3pp | 339.04%-388.6pp | -7.85%-41.7pp |
| Employer contribution / active EE | $3,432 | $696+393.0% | $1,160+195.9% | $2,597+32.1% |
| Participant deferral / active EE | $1,770 | $1,264+40.1% | $2,125-16.7% | $4,028-56.1% |
| Admin fee / account holder | $194 | $2,012-90.4% | $2,132-90.9% | $5,403-96.4% |