Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $25,870 | $88,585-70.8% | $69,884-63.0% | $134,532-80.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -25.87% | 442.80%-468.7pp | 190.81%-216.7pp | 418.27%-444.1pp |
| Employer contribution / active EE | $3,288 | $3,235+1.6% | $2,560+28.4% | $4,741-30.6% |
| Participant deferral / active EE | $12,782 | $4,770+168.0% | $3,848+232.2% | $6,401+99.7% |
| Admin fee / account holder | $132 | $10,441-98.7% | $6,266-97.9% | $11,429-98.8% |