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 | $12,521 | $99,647-87.4% | $86,439-85.5% | $134,509-90.7% |
| Participation rate | 92.9% | 82.1%+10.8pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -21.64% | 6784.13%-6805.8pp | 4395.55%-4417.2pp | 418.13%-439.8pp |
| Employer contribution / active EE | $3,443 | $4,401-21.8% | $3,769-8.6% | $4,741-27.4% |
| Participant deferral / active EE | $6,230 | $7,246-14.0% | $6,952-10.4% | $6,400-2.7% |
| Admin fee / account holder | $26 | $8,373-99.7% | $6,732-99.6% | $11,427-99.8% |