Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $211,903 | $111,814+89.5% | $103,374+105.0% | $145,959+45.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | -29.94% | 24.77%-54.7pp | 24.89%-54.8pp | 561.95%-591.9pp |
| Employer contribution / active EE | $2,312 | $4,214-45.1% | $3,869-40.2% | $4,661-50.4% |
| Participant deferral / active EE | $2,437 | $5,618-56.6% | $5,058-51.8% | $6,689-63.6% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |