Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $54,576 | $144,130-62.1% | $117,861-53.7% | $147,586-63.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.20% | 531.20%-523.0pp | 335.11%-326.9pp | 578.59%-570.4pp |
| Employer contribution / active EE | $22,000 | $4,897+349.3% | $3,786+481.0% | $4,876+351.2% |
| Participant deferral / active EE | $8,000 | $5,316+50.5% | $4,482+78.5% | $5,439+47.1% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |