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 | $30,603 | $180,459-83.0% | $154,108-80.1% | $135,380-77.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -11.69% | 888.21%-899.9pp | 735.21%-746.9pp | 519.81%-531.5pp |
| Employer contribution / active EE | $8,277 | $6,035+37.1% | $5,298+56.2% | $4,779+73.2% |
| Participant deferral / active EE | $6,851 | $5,806+18.0% | $5,081+34.8% | $5,609+22.1% |
| Admin fee / account holder | $135 | $16,145-99.2% | $13,411-99.0% | $10,828-98.8% |