Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,752 | $180,459-84.1% | $154,108-81.3% | $135,380-78.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -17.51% | 888.21%-905.7pp | 735.21%-752.7pp | 519.81%-537.3pp |
| Employer contribution / active EE | $16,182 | $6,035+168.1% | $5,298+205.5% | $4,779+238.6% |
| Participant deferral / active EE | $7,070 | $5,806+21.8% | $5,081+39.2% | $5,609+26.0% |
| Admin fee / account holder | $10 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |