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 | $76,375 | $67,352+13.4% | $60,899+25.4% | $134,509-43.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.61% | 49.99%-70.6pp | 16.92%-37.5pp | 418.13%-438.7pp |
| Employer contribution / active EE | $6,765 | $3,098+118.4% | $2,702+150.3% | $4,741+42.7% |
| Participant deferral / active EE | $4,721 | $4,539+4.0% | $3,817+23.7% | $6,400-26.2% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |