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 | $64,625 | $142,392-54.6% | $119,622-46.0% | $134,532-52.0% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -24.51% | -12.46%-12.0pp | -14.98%-9.5pp | 418.27%-442.8pp |
| Employer contribution / active EE | $2,726 | $5,224-47.8% | $4,232-35.6% | $4,741-42.5% |
| Participant deferral / active EE | $8,707 | $6,467+34.6% | $5,601+55.5% | $6,401+36.0% |
| Admin fee / account holder | $196 | $13,593-98.6% | $10,328-98.1% | $11,429-98.3% |