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 | $126,613 | $138,114-8.3% | $125,391+1.0% | $134,545-5.9% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -23.98% | 750.88%-774.9pp | 572.41%-596.4pp | 418.37%-442.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,650 | $7,801-27.6% | $7,448-24.1% | $6,401-11.7% |
| Admin fee / account holder | $218 | $11,570-98.1% | $10,009-97.8% | $11,431-98.1% |