Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $143,224 | $111,535+28.4% | $105,223+36.1% | $137,256+4.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 0.13% | 237.85%-237.7pp | 180.65%-180.5pp | 220.34%-220.2pp |
| Employer contribution / active EE | $20,803 | $3,939+428.1% | $3,689+464.0% | $4,156+400.6% |
| Participant deferral / active EE | $5,493 | $5,500-0.1% | $5,072+8.3% | $6,407-14.3% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |