Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $56,685 | $138,114-59.0% | $125,391-54.8% | $134,545-57.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -36.64% | 750.88%-787.5pp | 572.41%-609.1pp | 418.37%-455.0pp |
| Employer contribution / active EE | $10,308 | $5,246+96.5% | $4,816+114.0% | $4,742+117.4% |
| Participant deferral / active EE | $20,500 | $7,801+162.8% | $7,448+175.2% | $6,401+220.2% |
| Admin fee / account holder | $2 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |