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 | $42,303 | $209,422-79.8% | $178,503-76.3% | $158,982-73.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.55% | 188.81%-191.4pp | 151.12%-153.7pp | 302.99%-305.5pp |
| Employer contribution / active EE | $1,581 | $5,707-72.3% | $5,011-68.5% | $4,763-66.8% |
| Participant deferral / active EE | $4,167 | $5,955-30.0% | $5,202-19.9% | $5,983-30.4% |
| Admin fee / account holder | $245 | $17,079-98.6% | $13,987-98.2% | $11,252-97.8% |