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 | $58,674 | $100,811-41.8% | $86,698-32.3% | $134,545-56.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.95% | 29.11%-52.1pp | 35.96%-58.9pp | 418.37%-441.3pp |
| Employer contribution / active EE | $18,291 | $3,490+424.1% | $2,837+544.8% | $4,742+285.8% |
| Participant deferral / active EE | $11,597 | $5,339+117.2% | $4,656+149.0% | $6,401+81.2% |
| Admin fee / account holder | $17 | $10,926-99.8% | $7,492-99.8% | $11,431-99.9% |