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 | $144,866 | $135,645+6.8% | $110,243+31.4% | $135,380+7.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.97% | 513.24%-525.2pp | 314.76%-326.7pp | 519.81%-531.8pp |
| Employer contribution / active EE | $11,320 | $4,907+130.7% | $3,827+195.8% | $4,779+136.9% |
| Participant deferral / active EE | $10,525 | $5,507+91.1% | $4,672+125.3% | $5,609+87.6% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |