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 | $171,925 | $111,830+53.7% | $93,696+83.5% | $145,884+17.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -11.91% | 204.08%-216.0pp | 133.74%-145.6pp | 551.85%-563.8pp |
| Employer contribution / active EE | $14,277 | $3,093+361.6% | $2,422+489.5% | $4,662+206.2% |
| Participant deferral / active EE | $6,527 | $4,920+32.7% | $4,417+47.8% | $6,690-2.4% |
| Admin fee / account holder | $30 | $10,249-99.7% | $8,287-99.6% | $13,392-99.8% |