Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $35,109 | $138,114-74.6% | $125,391-72.0% | $134,545-73.9% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -24.35% | 750.88%-775.2pp | 572.41%-596.8pp | 418.37%-442.7pp |
| Employer contribution / active EE | $6,652 | $5,246+26.8% | $4,816+38.1% | $4,742+40.3% |
| Participant deferral / active EE | $7,427 | $7,801-4.8% | $7,448-0.3% | $6,401+16.0% |
| Admin fee / account holder | $189 | $11,570-98.4% | $10,009-98.1% | $11,431-98.3% |