Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,156 | $93,124-85.9% | $77,100-82.9% | $134,545-90.2% |
| Participation rate | 78.6% | 74.5%+4.1pp | 67.9%+10.6pp | 81.2%-2.7pp |
| Annual return | -74.91% | 62.68%-137.6pp | 42.35%-117.3pp | 418.37%-493.3pp |
| Employer contribution / active EE | $4,275 | $3,421+24.9% | $2,815+51.9% | $4,742-9.8% |
| Participant deferral / active EE | $5,673 | $5,242+8.2% | $4,430+28.1% | $6,401-11.4% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |