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 | $35,018 | $99,652-64.9% | $78,778-55.5% | $147,586-76.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | -0.69% | 47.28%-48.0pp | 35.62%-36.3pp | 578.59%-579.3pp |
| Employer contribution / active EE | $9,750 | $2,796+248.8% | $1,986+391.0% | $4,876+99.9% |
| Participant deferral / active EE | $8,000 | $3,664+118.4% | $2,958+170.4% | $5,439+47.1% |
| Admin fee / account holder | $225 | $7,155-96.9% | $5,134-95.6% | $10,886-97.9% |