Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $47,696 | $138,075-65.5% | $123,552-61.4% | $135,379-64.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -20.20% | 153.70%-173.9pp | 119.20%-139.4pp | 519.79%-540.0pp |
| Employer contribution / active EE | $21,459 | $5,152+316.5% | $4,628+363.7% | $4,779+349.0% |
| Participant deferral / active EE | $7,675 | $6,800+12.9% | $6,426+19.4% | $5,609+36.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |