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 | $24,659 | $138,102-82.1% | $125,381-80.3% | $134,532-81.7% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -24.80% | 750.73%-775.5pp | 572.31%-597.1pp | 418.27%-443.1pp |
| Employer contribution / active EE | $1,453 | $5,245-72.3% | $4,815-69.8% | $4,741-69.4% |
| Participant deferral / active EE | $3,582 | $7,801-54.1% | $7,448-51.9% | $6,401-44.0% |
| Admin fee / account holder | $218 | $11,568-98.1% | $10,007-97.8% | $11,429-98.1% |