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 | $49,962 | $138,076-63.8% | $123,553-59.6% | $135,380-63.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.56% | 153.70%-166.3pp | 119.21%-131.8pp | 519.81%-532.4pp |
| Employer contribution / active EE | $14,503 | $5,152+181.5% | $4,628+213.4% | $4,779+203.5% |
| Participant deferral / active EE | $13,452 | $6,800+97.8% | $6,426+109.3% | $5,609+139.8% |
| Admin fee / account holder | $63 | $10,917-99.4% | $9,284-99.3% | $10,828-99.4% |