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 | $198,953 | $100,911+97.2% | $90,440+120.0% | $158,966+25.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -6.45% | 1726.62%-1733.1pp | 1294.38%-1300.8pp | 302.95%-309.4pp |
| Employer contribution / active EE | $19,448 | $3,690+427.0% | $3,263+496.0% | $4,762+308.4% |
| Participant deferral / active EE | $11,292 | $4,348+159.7% | $3,964+184.9% | $5,983+88.7% |
| Admin fee / account holder | $52 | $6,507-99.2% | $5,615-99.1% | $11,250-99.5% |