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 | $25,056 | $129,959-80.7% | $104,301-76.0% | $134,532-81.4% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -28.38% | 42.04%-70.4pp | 24.61%-53.0pp | 418.27%-446.6pp |
| Employer contribution / active EE | $1,956 | $4,185-53.3% | $3,373-42.0% | $4,741-58.8% |
| Participant deferral / active EE | $8,283 | $5,589+48.2% | $4,626+79.1% | $6,401+29.4% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |