Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $80,815 | $99,647-18.9% | $86,439-6.5% | $134,509-39.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.53% | 6784.13%-6806.7pp | 4395.55%-4418.1pp | 418.13%-440.7pp |
| Employer contribution / active EE | $7,111 | $4,401+61.6% | $3,769+88.7% | $4,741+50.0% |
| Participant deferral / active EE | $10,405 | $7,246+43.6% | $6,952+49.7% | $6,400+62.6% |
| Admin fee / account holder | $124 | $8,373-98.5% | $6,732-98.2% | $11,427-98.9% |