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 | $34,354 | $138,075-75.1% | $123,552-72.2% | $135,379-74.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.44% | 153.70%-164.1pp | 119.20%-129.6pp | 519.79%-530.2pp |
| Employer contribution / active EE | $6,952 | $5,152+34.9% | $4,628+50.2% | $4,779+45.5% |
| Participant deferral / active EE | $8,116 | $6,800+19.4% | $6,426+26.3% | $5,609+44.7% |
| Admin fee / account holder | $119 | $10,917-98.9% | $9,285-98.7% | $10,828-98.9% |