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 | $201,471 | $99,011+103.5% | $86,582+132.7% | $147,586+36.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 1.91% | 1312.75%-1310.8pp | 965.08%-963.2pp | 578.59%-576.7pp |
| Employer contribution / active EE | $16,667 | $3,132+432.1% | $2,839+487.0% | $4,876+241.8% |
| Participant deferral / active EE | $22,000 | $3,972+453.8% | $3,609+509.7% | $5,439+304.5% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |