Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $57,140 | $142,409-59.9% | $119,634-52.2% | $134,545-57.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.47% | -12.46%-8.0pp | -14.98%-5.5pp | 418.37%-438.8pp |
| Employer contribution / active EE | $4,178 | $5,224-20.0% | $4,232-1.3% | $4,742-11.9% |
| Participant deferral / active EE | $11,308 | $6,468+74.8% | $5,601+101.9% | $6,401+76.7% |
| Admin fee / account holder | $56 | $13,594-99.6% | $10,329-99.5% | $11,431-99.5% |