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 | $125,239 | $176,402-29.0% | $134,162-6.7% | $158,982-21.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -11.21% | 63.66%-74.9pp | 36.35%-47.6pp | 302.99%-314.2pp |
| Employer contribution / active EE | $17,547 | $5,042+248.0% | $3,705+373.6% | $4,763+268.4% |
| Participant deferral / active EE | $10,341 | $4,093+152.7% | $3,500+195.5% | $5,983+72.8% |
| Admin fee / account holder | $14 | $8,719-99.8% | $6,685-99.8% | $11,252-99.9% |