Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,845 | $99,647-75.1% | $86,439-71.3% | $134,509-81.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -21.36% | 6784.13%-6805.5pp | 4395.55%-4416.9pp | 418.13%-439.5pp |
| Employer contribution / active EE | $1,902 | $4,401-56.8% | $3,769-49.5% | $4,741-59.9% |
| Participant deferral / active EE | $5,034 | $7,246-30.5% | $6,952-27.6% | $6,400-21.3% |
| Admin fee / account holder | $35 | $8,373-99.6% | $6,732-99.5% | $11,427-99.7% |