Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,133 | $138,075-82.5% | $123,552-80.5% | $135,379-82.2% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -21.59% | 153.70%-175.3pp | 119.20%-140.8pp | 519.79%-541.4pp |
| Employer contribution / active EE | $3,366 | $5,152-34.7% | $4,628-27.3% | $4,779-29.6% |
| Participant deferral / active EE | $9,860 | $6,800+45.0% | $6,426+53.4% | $5,609+75.8% |
| Admin fee / account holder | $92 | $10,917-99.2% | $9,285-99.0% | $10,828-99.2% |