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 | $46,368 | $97,729-52.6% | $83,830-44.7% | $135,379-65.7% |
| Participation rate | 89.5% | 80.0%+9.5pp | 76.1%+13.3pp | 82.6%+6.8pp |
| Annual return | -10.11% | 1287.52%-1297.6pp | 850.97%-861.1pp | 519.79%-529.9pp |
| Employer contribution / active EE | $2,787 | $4,222-34.0% | $3,631-23.2% | $4,779-41.7% |
| Participant deferral / active EE | $6,432 | $4,683+37.3% | $4,082+57.6% | $5,609+14.7% |
| Admin fee / account holder | $209 | $6,674-96.9% | $5,479-96.2% | $10,828-98.1% |