Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,712 | $72,273-68.6% | $101,275-77.6% | $79,856-71.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -26.36% | 22.30%-48.7pp | 46.48%-72.8pp | 31.71%-58.1pp |
| Employer contribution / active EE | $1,217 | $2,691-54.8% | $3,660-66.7% | $2,471-50.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $231 | $4,401-94.8% | $5,948-96.1% | $5,306-95.6% |