Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,096 | $136,179-84.5% | $98,755-78.6% | $167,518-87.4% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | -28.37% | 67.53%-95.9pp | 49.91%-78.3pp | 478.71%-507.1pp |
| Employer contribution / active EE | $900 | $2,631-65.8% | $2,067-56.5% | $4,838-81.4% |
| Participant deferral / active EE | $1,873 | $3,716-49.6% | $3,035-38.3% | $6,342-70.5% |
| Admin fee / account holder | $22 | $5,031-99.6% | $4,076-99.5% | $12,312-99.8% |