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 | $136,544 | $106,005+28.8% | $92,239+48.0% | $147,585-7.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -4.48% | 50.05%-54.5pp | 176.29%-180.8pp | 578.58%-583.1pp |
| Employer contribution / active EE | $23,686 | $4,333+446.6% | $3,680+543.7% | $4,876+385.7% |
| Participant deferral / active EE | $18,000 | $4,478+301.9% | $3,897+361.9% | $5,439+231.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |