Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,696 | $167,362-88.8% | $143,799-87.0% | $134,532-86.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.61% | 0.47%-30.1pp | -0.04%-29.6pp | 418.27%-447.9pp |
| Employer contribution / active EE | $5,862 | $5,620+4.3% | $4,952+18.4% | $4,741+23.6% |
| Participant deferral / active EE | $6,631 | $6,447+2.8% | $5,638+17.6% | $6,401+3.6% |
| Admin fee / account holder | $13 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |