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 | $27,839 | $115,814-76.0% | $101,275-72.5% | $158,982-82.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -5.98% | 56.16%-62.1pp | 46.48%-52.5pp | 302.99%-309.0pp |
| Employer contribution / active EE | $15,737 | $4,176+276.9% | $3,660+330.0% | $4,763+230.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $110 | $7,249-98.5% | $5,948-98.1% | $11,252-99.0% |