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 | $78,478 | $180,466-56.5% | $154,114-49.1% | $135,382-42.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -12.44% | 888.15%-900.6pp | 735.16%-747.6pp | 519.77%-532.2pp |
| Employer contribution / active EE | $2,053 | $6,035-66.0% | $5,298-61.3% | $4,779-57.0% |
| Participant deferral / active EE | $4,771 | $5,806-17.8% | $5,081-6.1% | $5,609-14.9% |
| Admin fee / account holder | -$71 | $16,144-100.4% | $13,411-100.5% | $10,829-100.7% |