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 | $109,927 | $175,231-37.3% | $149,696-26.6% | $139,466-21.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -11.55% | 166.77%-178.3pp | 134.46%-146.0pp | 373.66%-385.2pp |
| Employer contribution / active EE | $6,088 | $5,478+11.1% | $4,821+26.3% | $4,754+28.1% |
| Participant deferral / active EE | $13,750 | $6,521+110.8% | $5,682+142.0% | $6,712+104.9% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |