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 | $23,463 | $138,075-83.0% | $123,552-81.0% | $135,379-82.7% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -15.26% | 153.70%-169.0pp | 119.20%-134.5pp | 519.79%-535.1pp |
| Employer contribution / active EE | $3,002 | $5,152-41.7% | $4,628-35.1% | $4,779-37.2% |
| Participant deferral / active EE | $5,011 | $6,800-26.3% | $6,426-22.0% | $5,609-10.7% |
| Admin fee / account holder | $225 | $10,917-97.9% | $9,285-97.6% | $10,828-97.9% |