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 | $115,021 | $209,422-45.1% | $178,503-35.6% | $158,982-27.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -7.93% | 188.81%-196.7pp | 151.12%-159.1pp | 302.99%-310.9pp |
| Employer contribution / active EE | $1,254 | $5,707-78.0% | $5,011-75.0% | $4,763-73.7% |
| Participant deferral / active EE | $7,600 | $5,955+27.6% | $5,202+46.1% | $5,983+27.0% |
| Admin fee / account holder | $33 | $17,079-99.8% | $13,987-99.8% | $11,252-99.7% |