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 | $74,135 | $190,862-61.2% | $159,991-53.7% | $134,509-44.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -31.07% | 552.59%-583.7pp | 408.82%-439.9pp | 418.13%-449.2pp |
| Employer contribution / active EE | $2,866 | $4,995-42.6% | $4,225-32.2% | $4,741-39.5% |
| Participant deferral / active EE | $10,158 | $6,924+46.7% | $6,183+64.3% | $6,400+58.7% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |