Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,891 | $138,076-66.0% | $123,553-62.0% | $135,380-65.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.23% | 153.70%-164.9pp | 119.21%-130.4pp | 519.81%-531.0pp |
| Employer contribution / active EE | $10,477 | $5,152+103.4% | $4,628+126.4% | $4,779+119.2% |
| Participant deferral / active EE | $7,813 | $6,800+14.9% | $6,426+21.6% | $5,609+39.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |