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 | $64,452 | $180,459-64.3% | $154,108-58.2% | $135,380-52.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -29.11% | 888.21%-917.3pp | 735.21%-764.3pp | 519.81%-548.9pp |
| Employer contribution / active EE | $5,240 | $6,035-13.2% | $5,298-1.1% | $4,779+9.7% |
| Participant deferral / active EE | $6,013 | $5,806+3.6% | $5,081+18.4% | $5,609+7.2% |
| Admin fee / account holder | $220 | $16,145-98.6% | $13,411-98.4% | $10,828-98.0% |