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 | $110,062 | $73,518+49.7% | $63,005+74.7% | $147,585-25.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 4.37% | 175.46%-171.1pp | 87.59%-83.2pp | 578.58%-574.2pp |
| Employer contribution / active EE | $6,884 | $3,322+107.2% | $2,760+149.4% | $4,876+41.2% |
| Participant deferral / active EE | $11,577 | $4,183+176.7% | $3,329+247.7% | $5,439+112.9% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,599-100.0% | $10,886-100.0% |