Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $70,385 | $92,743-24.1% | $82,744-14.9% | $134,532-47.7% |
| Participation rate | 76.2% | 75.2%+1.0pp | 72.6%+3.6pp | 81.2%-5.0pp |
| Annual return | -21.26% | 946.63%-967.9pp | 702.22%-723.5pp | 418.27%-439.5pp |
| Employer contribution / active EE | $2,709 | $3,273-17.2% | $3,008-9.9% | $4,741-42.9% |
| Participant deferral / active EE | $6,612 | $4,802+37.7% | $4,395+50.5% | $6,401+3.3% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |