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 | $205,197 | $106,005+93.6% | $92,239+122.5% | $147,585+39.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 2.06% | 50.05%-48.0pp | 176.29%-174.2pp | 578.58%-576.5pp |
| Employer contribution / active EE | $13,489 | $4,333+211.3% | $3,680+266.6% | $4,876+176.6% |
| Participant deferral / active EE | $13,489 | $4,478+201.2% | $3,897+246.1% | $5,439+148.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |