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 | $129,674 | $198,461-34.7% | $170,436-23.9% | $147,585-12.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -0.04% | 257.30%-257.3pp | 205.94%-206.0pp | 578.57%-578.6pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $14,500 | $5,629+157.6% | $4,939+193.6% | $5,439+166.6% |
| Admin fee / account holder | $42 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |