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 | $46,149 | $96,678-52.3% | $86,640-46.7% | $139,466-66.9% |
| Participation rate | 76.9% | 74.4%+2.5pp | 71.7%+5.2pp | 80.3%-3.4pp |
| Annual return | -7.20% | 106.69%-113.9pp | 592.52%-599.7pp | 373.66%-380.9pp |
| Employer contribution / active EE | $1,997 | $3,265-38.8% | $3,024-34.0% | $4,754-58.0% |
| Participant deferral / active EE | $3,329 | $4,837-31.2% | $4,438-25.0% | $6,712-50.4% |
| Admin fee / account holder | $6 | $6,410-99.9% | $5,616-99.9% | $11,409-99.9% |