Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $113,088 | $106,557+6.1% | $91,227+24.0% | $134,545-15.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -28.01% | 160.81%-188.8pp | 114.14%-142.1pp | 418.37%-446.4pp |
| Employer contribution / active EE | $9,764 | $3,332+193.0% | $2,851+242.4% | $4,742+105.9% |
| Participant deferral / active EE | $9,473 | $4,719+100.8% | $4,234+123.8% | $6,401+48.0% |
| Admin fee / account holder | $20 | $6,235-99.7% | $5,423-99.6% | $11,431-99.8% |