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 | $31,427 | $135,645-76.8% | $110,243-71.5% | $135,379-76.8% |
| Participation rate | 70.6% | 83.5%-12.9pp | 79.8%-9.2pp | 82.6%-12.1pp |
| Annual return | -11.52% | 513.24%-524.8pp | 314.76%-326.3pp | 519.79%-531.3pp |
| Employer contribution / active EE | $3,423 | $4,907-30.2% | $3,827-10.5% | $4,779-28.4% |
| Participant deferral / active EE | $3,431 | $5,507-37.7% | $4,672-26.6% | $5,609-38.8% |
| Admin fee / account holder | $61 | $11,458-99.5% | $8,548-99.3% | $10,828-99.4% |