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 | $241,667 | $160,070+51.0% | $147,117+64.3% | $145,897+65.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.30% | 98.69%-96.4pp | 420.54%-418.2pp | 552.29%-550.0pp |
| Employer contribution / active EE | $3,800 | $5,285-28.1% | $4,932-23.0% | $4,663-18.5% |
| Participant deferral / active EE | $3,800 | $8,419-54.9% | $8,065-52.9% | $6,689-43.2% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |