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 | $29,744 | $109,411-72.8% | $89,435-66.7% | $158,982-81.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -3.28% | 345.68%-349.0pp | 245.55%-248.8pp | 302.99%-306.3pp |
| Employer contribution / active EE | $1,495 | $3,173-52.9% | $2,587-42.2% | $4,763-68.6% |
| Participant deferral / active EE | $2,388 | $4,600-48.1% | $3,890-38.6% | $5,983-60.1% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |