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 | $31,516 | $82,630-61.9% | $64,105-50.8% | $125,389-74.9% |
| Participation rate | 73.9% | 75.9%-1.9pp | 68.2%+5.7pp | 83.2%-9.3pp |
| Annual return | -3.99% | 1489.72%-1493.7pp | 791.24%-795.2pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,283 | $2,671-52.0% | $1,820-29.5% | $4,866-73.6% |
| Participant deferral / active EE | $4,032 | $3,608+11.7% | $2,822+42.9% | $5,352-24.6% |
| Admin fee / account holder | $182 | $6,382-97.1% | $4,499-96.0% | $9,541-98.1% |