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 | $64,038 | $209,422-69.4% | $178,503-64.1% | $158,982-59.7% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | -1.14% | 188.81%-189.9pp | 151.12%-152.3pp | 302.99%-304.1pp |
| Employer contribution / active EE | $1,271 | $5,707-77.7% | $5,011-74.6% | $4,763-73.3% |
| Participant deferral / active EE | $6,542 | $5,955+9.9% | $5,202+25.7% | $5,983+9.3% |
| Admin fee / account holder | $287 | $17,079-98.3% | $13,987-97.9% | $11,252-97.4% |