Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $135,231 | $183,988-26.5% | $162,177-16.6% | $152,897-11.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 3.77% | 150.79%-147.0pp | 115.60%-111.8pp | 345.43%-341.7pp |
| Employer contribution / active EE | $20,500 | $6,370+221.8% | $5,613+265.2% | $4,764+330.4% |
| Participant deferral / active EE | $12,416 | $8,032+54.6% | $7,297+70.2% | $5,851+112.2% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |