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 | $36,151 | $160,059-77.4% | $140,019-74.2% | $135,382-73.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.42% | 911.44%-923.9pp | 651.15%-663.6pp | 519.77%-532.2pp |
| Employer contribution / active EE | $4,358 | $6,420-32.1% | $5,605-22.3% | $4,779-8.8% |
| Participant deferral / active EE | $6,712 | $7,641-12.2% | $6,927-3.1% | $5,609+19.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |