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 | $167,728 | $150,442+11.5% | $136,295+23.1% | $147,585+13.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.14% | 1049.09%-1045.0pp | 5155.97%-5151.8pp | 578.56%-574.4pp |
| Employer contribution / active EE | $2,444 | $5,256-53.5% | $4,695-47.9% | $4,876-49.9% |
| Participant deferral / active EE | $11,241 | $6,630+69.5% | $6,247+79.9% | $5,439+106.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |