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 | $84,223 | $138,114-39.0% | $125,391-32.8% | $134,545-37.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.89% | 750.88%-772.8pp | 572.41%-594.3pp | 418.37%-440.3pp |
| Employer contribution / active EE | $1,972 | $5,246-62.4% | $4,816-59.1% | $4,742-58.4% |
| Participant deferral / active EE | $5,073 | $7,801-35.0% | $7,448-31.9% | $6,401-20.7% |
| Admin fee / account holder | $49 | $11,570-99.6% | $10,009-99.5% | $11,431-99.6% |