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 | $47,508 | $138,076-65.6% | $123,553-61.5% | $135,380-64.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -12.12% | 153.70%-165.8pp | 119.21%-131.3pp | 519.81%-531.9pp |
| Employer contribution / active EE | $3,835 | $5,152-25.6% | $4,628-17.1% | $4,779-19.8% |
| Participant deferral / active EE | $5,727 | $6,800-15.8% | $6,426-10.9% | $5,609+2.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |