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 | $213,226 | $165,381+28.9% | $149,730+42.4% | $158,966+34.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.32% | 348.29%-349.6pp | 276.70%-278.0pp | 302.95%-304.3pp |
| Employer contribution / active EE | $13,250 | $5,104+159.6% | $4,645+185.2% | $4,762+178.2% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |