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 | $69,073 | $147,556-53.2% | $129,031-46.5% | $198,609-65.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | -55.07% | 37.41%-92.5pp | 34.67%-89.7pp | 202.70%-257.8pp |
| Employer contribution / active EE | $1,614 | $3,645-55.7% | $3,226-50.0% | $5,055-68.1% |
| Participant deferral / active EE | $1,932 | $5,760-66.5% | $5,217-63.0% | $6,977-72.3% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |