Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $173,296 | $133,981+29.3% | $112,249+54.4% | $134,532+28.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -32.94% | 47.16%-80.1pp | 27.48%-60.4pp | 418.27%-451.2pp |
| Employer contribution / active EE | $27,462 | $4,040+579.8% | $3,636+655.3% | $4,741+479.2% |
| Participant deferral / active EE | $14,943 | $5,292+182.4% | $4,729+216.0% | $6,401+133.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |