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 | $39,659 | $142,409-72.2% | $119,634-66.8% | $134,545-70.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.03% | -12.46%-9.6pp | -14.98%-7.1pp | 418.37%-440.4pp |
| Employer contribution / active EE | $2,650 | $5,224-49.3% | $4,232-37.4% | $4,742-44.1% |
| Participant deferral / active EE | $17,608 | $6,468+172.2% | $5,601+214.4% | $6,401+175.1% |
| Admin fee / account holder | $231 | $13,594-98.3% | $10,329-97.8% | $11,431-98.0% |