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 | $33,215 | $83,337-60.1% | $67,834-51.0% | $273,972-87.9% |
| Participation rate | 77.8% | 76.4%+1.3pp | 68.8%+9.0pp | 83.0%-5.2pp |
| Annual return | -15.45% | 259.45%-274.9pp | 138.47%-153.9pp | 41.46%-56.9pp |
| Employer contribution / active EE | $1,444 | $3,287-56.1% | $2,403-39.9% | $4,869-70.3% |
| Participant deferral / active EE | $1,205 | $4,088-70.5% | $3,160-61.9% | $5,287-77.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |