Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $38,819 | $160,059-75.7% | $140,019-72.3% | $135,380-71.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.36% | 911.48%-921.8pp | 651.17%-661.5pp | 519.81%-530.2pp |
| Employer contribution / active EE | $10,343 | $6,420+61.1% | $5,605+84.5% | $4,779+116.4% |
| Participant deferral / active EE | $5,121 | $7,641-33.0% | $6,927-26.1% | $5,609-8.7% |
| Admin fee / account holder | $41 | $13,328-99.7% | $10,705-99.6% | $10,828-99.6% |