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 | $156,393 | $81,643+91.6% | $70,462+122.0% | $158,950-1.6% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | -10.29% | 208.51%-218.8pp | 109.08%-119.4pp | 302.91%-313.2pp |
| Employer contribution / active EE | $7,878 | $3,218+144.8% | $2,737+187.8% | $4,762+65.4% |
| Participant deferral / active EE | $6,383 | $4,555+40.1% | $3,710+72.1% | $5,983+6.7% |
| Admin fee / account holder | $222 | $6,194-96.4% | $3,845-94.2% | $11,248-98.0% |