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 | $26,661 | $83,337-68.0% | $67,834-60.7% | $273,972-90.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | -11.69% | 259.45%-271.1pp | 138.47%-150.2pp | 41.46%-53.1pp |
| Employer contribution / active EE | $9,437 | $3,287+187.1% | $2,403+292.7% | $4,869+93.8% |
| Participant deferral / active EE | $4,312 | $4,088+5.5% | $3,160+36.5% | $5,287-18.4% |
| Admin fee / account holder | $127 | $6,752-98.1% | $4,622-97.3% | $10,133-98.8% |