Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $66,556 | $138,078-51.8% | $125,363-46.9% | $134,509-50.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.02% | 750.49%-773.5pp | 572.15%-595.2pp | 418.13%-441.2pp |
| Employer contribution / active EE | $14,062 | $5,245+168.1% | $4,815+192.1% | $4,741+196.6% |
| Participant deferral / active EE | $18,195 | $7,800+133.3% | $7,447+144.3% | $6,400+184.3% |
| Admin fee / account holder | $49 | $11,566-99.6% | $10,005-99.5% | $11,427-99.6% |