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 | $12,227 | $92,743-86.8% | $82,744-85.2% | $134,532-90.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -27.06% | 946.63%-973.7pp | 702.22%-729.3pp | 418.27%-445.3pp |
| Employer contribution / active EE | $1,299 | $3,273-60.3% | $3,008-56.8% | $4,741-72.6% |
| Participant deferral / active EE | $2,776 | $4,802-42.2% | $4,395-36.8% | $6,401-56.6% |
| Admin fee / account holder | $241 | $5,977-96.0% | $5,325-95.5% | $11,429-97.9% |