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 | $37,103 | $167,352-77.8% | $143,788-74.2% | $134,509-72.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.27% | 0.47%-20.7pp | -0.03%-20.2pp | 418.13%-438.4pp |
| Employer contribution / active EE | $1,947 | $5,620-65.4% | $4,952-60.7% | $4,741-58.9% |
| Participant deferral / active EE | $3,522 | $6,447-45.4% | $5,638-37.5% | $6,400-45.0% |
| Admin fee / account holder | $70 | $18,091-99.6% | $14,675-99.5% | $11,427-99.4% |