Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,353 | $138,114-84.5% | $125,391-83.0% | $134,545-84.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -20.89% | 750.88%-771.8pp | 572.41%-593.3pp | 418.37%-439.3pp |
| Employer contribution / active EE | $8,548 | $5,246+62.9% | $4,816+77.5% | $4,742+80.3% |
| Participant deferral / active EE | $3,931 | $7,801-49.6% | $7,448-47.2% | $6,401-38.6% |
| Admin fee / account holder | $144 | $11,570-98.8% | $10,009-98.6% | $11,431-98.7% |