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 | $65,119 | $138,114-52.9% | $125,391-48.1% | $134,545-51.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -22.48% | 750.88%-773.4pp | 572.41%-594.9pp | 418.37%-440.8pp |
| Employer contribution / active EE | $2,907 | $5,246-44.6% | $4,816-39.6% | $4,742-38.7% |
| Participant deferral / active EE | $12,974 | $7,801+66.3% | $7,448+74.2% | $6,401+102.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |