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 | $46,921 | $138,102-66.0% | $125,381-62.6% | $134,532-65.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.71% | 750.73%-774.4pp | 572.31%-596.0pp | 418.27%-442.0pp |
| Employer contribution / active EE | $7,054 | $5,245+34.5% | $4,815+46.5% | $4,741+48.8% |
| Participant deferral / active EE | $4,667 | $7,801-40.2% | $7,448-37.3% | $6,401-27.1% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |