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 | $48,490 | $135,645-64.3% | $110,243-56.0% | $135,380-64.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.43% | 513.24%-524.7pp | 314.76%-326.2pp | 519.81%-531.2pp |
| Employer contribution / active EE | $2,386 | $4,907-51.4% | $3,827-37.7% | $4,779-50.1% |
| Participant deferral / active EE | $7,402 | $5,507+34.4% | $4,672+58.4% | $5,609+32.0% |
| Admin fee / account holder | $6 | $11,458-100.0% | $8,548-99.9% | $10,828-99.9% |