Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $46,015 | $67,372-31.7% | $60,906-24.4% | $134,532-65.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -33.64% | 50.05%-83.7pp | 16.94%-50.6pp | 418.27%-451.9pp |
| Employer contribution / active EE | $2,116 | $3,099-31.7% | $2,703-21.7% | $4,741-55.4% |
| Participant deferral / active EE | $2,116 | $4,532-53.3% | $3,814-44.5% | $6,401-66.9% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |