Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,379 | $138,076-80.9% | $123,553-78.6% | $135,380-80.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.75% | 153.70%-166.4pp | 119.21%-132.0pp | 519.81%-532.6pp |
| Employer contribution / active EE | $3,507 | $5,152-31.9% | $4,628-24.2% | $4,779-26.6% |
| Participant deferral / active EE | $11,048 | $6,800+62.5% | $6,426+71.9% | $5,609+97.0% |
| Admin fee / account holder | $30 | $10,917-99.7% | $9,284-99.7% | $10,828-99.7% |