Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,527 | $90,467-87.3% | $93,759-87.7% | $134,532-91.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -25.52% | -15.72%-9.8pp | -11.33%-14.2pp | 418.27%-443.8pp |
| Employer contribution / active EE | $2,375 | $4,345-45.4% | $4,324-45.1% | $4,741-49.9% |
| Participant deferral / active EE | $11,825 | $5,980+97.7% | $6,096+94.0% | $6,401+84.7% |
| Admin fee / account holder | $28 | $9,258-99.7% | $7,197-99.6% | $11,429-99.8% |