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 | $90,265 | $84,685+6.6% | $73,836+22.3% | $125,389-28.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.92% | 3123.80%-3127.7pp | 2268.06%-2272.0pp | 282.24%-286.2pp |
| Employer contribution / active EE | $3,822 | $3,123+22.4% | $2,787+37.1% | $4,866-21.4% |
| Participant deferral / active EE | $7,731 | $3,993+93.6% | $3,583+115.8% | $5,352+44.5% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |