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 | $108,864 | $160,059-32.0% | $140,019-22.3% | $135,380-19.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -14.05% | 911.48%-925.5pp | 651.17%-665.2pp | 519.81%-533.9pp |
| Employer contribution / active EE | $18,139 | $6,420+182.6% | $5,605+223.6% | $4,779+279.6% |
| Participant deferral / active EE | $10,859 | $7,641+42.1% | $6,927+56.8% | $5,609+93.6% |
| Admin fee / account holder | $46 | $13,328-99.7% | $10,705-99.6% | $10,828-99.6% |