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 | $23,713 | $167,353-85.8% | $143,797-83.5% | $134,545-82.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -34.24% | 0.48%-34.7pp | -0.04%-34.2pp | 418.37%-452.6pp |
| Employer contribution / active EE | $9,944 | $5,620+76.9% | $4,952+100.8% | $4,742+109.7% |
| Participant deferral / active EE | $6,098 | $6,447-5.4% | $5,638+8.1% | $6,401-4.7% |
| Admin fee / account holder | $232 | $18,096-98.7% | $14,679-98.4% | $11,431-98.0% |