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 | $146,032 | $88,778+64.5% | $81,844+78.4% | $145,884+0.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.93% | 1033.03%-1028.1pp | 778.87%-773.9pp | 551.85%-546.9pp |
| Employer contribution / active EE | $11,562 | $3,087+274.5% | $2,916+296.4% | $4,662+148.0% |
| Participant deferral / active EE | $4,000 | $4,648-13.9% | $4,323-7.5% | $6,690-40.2% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |