Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,555 | $59,116-26.3% | $86,438-49.6% | $68,486-36.4% |
| Participation rate | 74.2% | 75.2%-1.0pp | 80.3%-6.1pp | 67.9%+6.3pp |
| Annual return | -20.17% | -0.23%-19.9pp | 4397.19%-4417.4pp | -7.85%-12.3pp |
| Employer contribution / active EE | $4,225 | $2,519+67.7% | $3,769+12.1% | $2,597+62.7% |
| Participant deferral / active EE | $10,158 | $5,902+72.1% | $6,952+46.1% | $4,028+152.2% |
| Admin fee / account holder | $0 | $5,639-100.0% | $6,733-100.0% | $5,404-100.0% |