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 | $13,970 | $99,644-86.0% | $86,438-83.8% | $134,532-89.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -37.74% | 6787.26%-6825.0pp | 4397.19%-4434.9pp | 418.27%-456.0pp |
| Employer contribution / active EE | $3,095 | $4,402-29.7% | $3,769-17.9% | $4,741-34.7% |
| Participant deferral / active EE | $9,175 | $7,247+26.6% | $6,952+32.0% | $6,401+43.3% |
| Admin fee / account holder | $19 | $8,375-99.8% | $6,733-99.7% | $11,429-99.8% |