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 | $115,015 | $84,697+35.8% | $73,845+55.8% | $125,393-8.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.78% | 3123.66%-3128.4pp | 2267.91%-2272.7pp | 282.23%-287.0pp |
| Employer contribution / active EE | $14,649 | $3,123+369.0% | $2,788+425.5% | $4,866+201.0% |
| Participant deferral / active EE | $14,649 | $3,993+266.9% | $3,583+308.8% | $5,351+173.7% |
| Admin fee / account holder | $15 | $5,692-99.7% | $4,881-99.7% | $9,541-99.8% |