Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $161,591 | $175,259-7.8% | $149,723+7.9% | $139,487+15.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -34.03% | 166.82%-200.9pp | 134.50%-168.5pp | 373.84%-407.9pp |
| Employer contribution / active EE | $5,463 | $5,478-0.3% | $4,821+13.3% | $4,755+14.9% |
| Participant deferral / active EE | $10,929 | $6,522+67.6% | $5,682+92.3% | $6,713+62.8% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |