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 | $27,020 | $138,075-80.4% | $123,552-78.1% | $135,379-80.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.39% | 153.70%-164.1pp | 119.20%-129.6pp | 519.79%-530.2pp |
| Employer contribution / active EE | $2,881 | $5,152-44.1% | $4,628-37.7% | $4,779-39.7% |
| Participant deferral / active EE | $7,275 | $6,800+7.0% | $6,426+13.2% | $5,609+29.7% |
| Admin fee / account holder | $111 | $10,917-99.0% | $9,285-98.8% | $10,828-99.0% |