Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $140,123 | $138,078+1.5% | $125,363+11.8% | $134,509+4.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.61% | 750.49%-773.1pp | 572.15%-594.8pp | 418.13%-440.7pp |
| Employer contribution / active EE | $1,767 | $5,245-66.3% | $4,815-63.3% | $4,741-62.7% |
| Participant deferral / active EE | $10,317 | $7,800+32.3% | $7,447+38.5% | $6,400+61.2% |
| Admin fee / account holder | $17 | $11,566-99.9% | $10,005-99.8% | $11,427-99.9% |