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 | $24,025 | $100,792-76.2% | $86,691-72.3% | $134,509-82.1% |
| Participation rate | 73.7% | 78.9%-5.3pp | 76.6%-2.9pp | 81.2%-7.5pp |
| Annual return | -37.73% | 29.08%-66.8pp | 35.94%-73.7pp | 418.13%-455.9pp |
| Employer contribution / active EE | $1,380 | $3,491-60.5% | $2,837-51.4% | $4,741-70.9% |
| Participant deferral / active EE | $3,213 | $5,339-39.8% | $4,656-31.0% | $6,400-49.8% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |