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 | $238,328 | $150,447+58.4% | $136,298+74.9% | $147,586+61.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.06% | 1049.15%-1049.1pp | 5156.27%-5156.2pp | 578.59%-578.5pp |
| Employer contribution / active EE | $14,904 | $5,256+183.5% | $4,696+217.4% | $4,876+205.6% |
| Participant deferral / active EE | $10,500 | $6,631+58.4% | $6,247+68.1% | $5,439+93.1% |
| Admin fee / account holder | $12 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |