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 | $127,780 | $92,684+37.9% | $82,706+54.5% | $134,509-5.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -34.38% | 945.84%-980.2pp | 701.76%-736.1pp | 418.13%-452.5pp |
| Employer contribution / active EE | $2,311 | $3,272-29.4% | $3,007-23.2% | $4,741-51.2% |
| Participant deferral / active EE | $10,134 | $4,800+111.1% | $4,394+130.7% | $6,400+58.3% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |