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 | $41,150 | $90,617-54.6% | $79,476-48.2% | $135,382-69.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.15% | 977.57%-987.7pp | 718.21%-728.4pp | 519.77%-529.9pp |
| Employer contribution / active EE | $2,182 | $3,068-28.9% | $2,800-22.1% | $4,779-54.3% |
| Participant deferral / active EE | $4,172 | $4,050+3.0% | $3,704+12.6% | $5,609-25.6% |
| Admin fee / account holder | $180 | $5,907-97.0% | $5,113-96.5% | $10,829-98.3% |