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 | $21,421 | $138,072-84.5% | $123,549-82.7% | $135,382-84.2% |
| Participation rate | 84.2% | 84.7%-0.5pp | 82.3%+1.9pp | 82.6%+1.6pp |
| Annual return | -81.56% | 153.69%-235.3pp | 119.20%-200.8pp | 519.77%-601.3pp |
| Employer contribution / active EE | $3,122 | $5,152-39.4% | $4,628-32.5% | $4,779-34.7% |
| Participant deferral / active EE | $10,463 | $6,799+53.9% | $6,426+62.8% | $5,609+86.6% |
| Admin fee / account holder | $6 | $10,917-99.9% | $9,284-99.9% | $10,829-99.9% |