Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,347 | $106,557-77.2% | $91,227-73.3% | $134,545-81.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -22.15% | 160.81%-183.0pp | 114.14%-136.3pp | 418.37%-440.5pp |
| Employer contribution / active EE | $2,287 | $3,332-31.4% | $2,851-19.8% | $4,742-51.8% |
| Participant deferral / active EE | $7,988 | $4,719+69.3% | $4,234+88.7% | $6,401+24.8% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |