Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $47,419 | $105,861-55.2% | $90,756-47.8% | $134,509-64.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.34% | -10.99%-10.4pp | -12.16%-9.2pp | 418.13%-439.5pp |
| Employer contribution / active EE | $7,723 | $3,463+123.0% | $2,922+164.3% | $4,741+62.9% |
| Participant deferral / active EE | $20,501 | $5,217+293.0% | $4,565+349.1% | $6,400+220.3% |
| Admin fee / account holder | $62 | $13,938-99.6% | $8,445-99.3% | $11,427-99.5% |