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 | $66,800 | $97,125-31.2% | $86,233-22.5% | $137,256-51.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | -26.04% | 74.19%-100.2pp | 61.39%-87.4pp | 220.34%-246.4pp |
| Employer contribution / active EE | $1,350 | $2,841-52.5% | $2,504-46.1% | $4,156-67.5% |
| Participant deferral / active EE | $1,777 | $5,180-65.7% | $4,559-61.0% | $6,407-72.3% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |