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 | $43,491 | $180,459-75.9% | $154,108-71.8% | $135,380-67.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.60% | 888.21%-898.8pp | 735.21%-745.8pp | 519.81%-530.4pp |
| Employer contribution / active EE | $2,956 | $6,035-51.0% | $5,298-44.2% | $4,779-38.2% |
| Participant deferral / active EE | $7,868 | $5,806+35.5% | $5,081+54.9% | $5,609+40.3% |
| Admin fee / account holder | $278 | $16,145-98.3% | $13,411-97.9% | $10,828-97.4% |