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 | $21,003 | $138,072-84.8% | $123,549-83.0% | $135,382-84.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -10.91% | 153.69%-164.6pp | 119.20%-130.1pp | 519.77%-530.7pp |
| Employer contribution / active EE | $2,556 | $5,152-50.4% | $4,628-44.8% | $4,779-46.5% |
| Participant deferral / active EE | $4,071 | $6,799-40.1% | $6,426-36.7% | $5,609-27.4% |
| Admin fee / account holder | $173 | $10,917-98.4% | $9,284-98.1% | $10,829-98.4% |