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 | $27,001 | $127,296-78.8% | $109,907-75.4% | $167,536-83.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,220 | $3,325-33.2% | $2,844-21.9% | $4,839-54.1% |
| Participant deferral / active EE | $13,000 | $4,513+188.1% | $4,047+221.3% | $6,342+105.0% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |