Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,212 | $95,979-61.2% | $74,551-50.1% | $135,380-72.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.80% | 56.97%-66.8pp | 32.53%-42.3pp | 519.81%-529.6pp |
| Employer contribution / active EE | $10,008 | $2,716+268.4% | $1,961+410.3% | $4,779+109.4% |
| Participant deferral / active EE | $5,529 | $3,844+43.8% | $3,108+77.9% | $5,609-1.4% |
| Admin fee / account holder | $110 | $6,522-98.3% | $5,059-97.8% | $10,828-99.0% |