Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $64,873 | $138,102-53.0% | $125,381-48.3% | $134,532-51.8% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -24.34% | 750.73%-775.1pp | 572.31%-596.6pp | 418.27%-442.6pp |
| Employer contribution / active EE | $1,574 | $5,245-70.0% | $4,815-67.3% | $4,741-66.8% |
| Participant deferral / active EE | $4,896 | $7,801-37.2% | $7,448-34.3% | $6,401-23.5% |
| Admin fee / account holder | $163 | $11,568-98.6% | $10,007-98.4% | $11,429-98.6% |