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 | $210,771 | $111,785+88.5% | $93,669+125.0% | $145,877+44.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.89% | 203.79%-200.9pp | 133.59%-130.7pp | 551.28%-548.4pp |
| Employer contribution / active EE | $6,059 | $3,096+95.7% | $2,424+150.0% | $4,663+29.9% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $40 | $10,256-99.6% | $8,291-99.5% | $13,402-99.7% |