Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $67,842 | $167,353-59.5% | $143,797-52.8% | $134,545-49.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -64.74% | 0.48%-65.2pp | -0.04%-64.7pp | 418.37%-483.1pp |
| Employer contribution / active EE | $5,956 | $5,620+6.0% | $4,952+20.3% | $4,742+25.6% |
| Participant deferral / active EE | $6,049 | $6,447-6.2% | $5,638+7.3% | $6,401-5.5% |
| Admin fee / account holder | $65 | $18,096-99.6% | $14,679-99.6% | $11,431-99.4% |