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 | $14,448 | $84,685-82.9% | $73,836-80.4% | $125,389-88.5% |
| Participation rate | 71.4% | 76.8%-5.3pp | 73.4%-2.0pp | 83.2%-11.8pp |
| Annual return | -4.32% | 3123.80%-3128.1pp | 2268.06%-2272.4pp | 282.24%-286.6pp |
| Employer contribution / active EE | $182 | $3,123-94.2% | $2,787-93.5% | $4,866-96.3% |
| Participant deferral / active EE | $724 | $3,993-81.9% | $3,583-79.8% | $5,352-86.5% |
| Admin fee / account holder | $197 | $5,694-96.5% | $4,882-96.0% | $9,541-97.9% |