Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $31,688 | $197,819-84.0% | $155,789-79.7% | $125,389-74.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -8.44% | 86.73%-95.2pp | 71.54%-80.0pp | 282.24%-290.7pp |
| Employer contribution / active EE | $1,666 | $4,850-65.6% | $3,839-56.6% | $4,866-65.8% |
| Participant deferral / active EE | $4,677 | $5,631-17.0% | $4,798-2.5% | $5,352-12.6% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |