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 | $131,952 | $81,696+61.5% | $70,494+87.2% | $158,982-17.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -5.08% | 208.70%-213.8pp | 109.16%-114.2pp | 302.99%-308.1pp |
| Employer contribution / active EE | $5,186 | $3,220+61.1% | $2,738+89.4% | $4,763+8.9% |
| Participant deferral / active EE | $13,470 | $4,558+195.5% | $3,711+263.0% | $5,983+125.1% |
| Admin fee / account holder | $20 | $6,200-99.7% | $3,848-99.5% | $11,252-99.8% |