Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $211,456 | $154,193+37.1% | $130,045+62.6% | $139,466+51.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -21.33% | 32.51%-53.8pp | -137.30%+116.0pp | 373.66%-395.0pp |
| Employer contribution / active EE | $3,475 | $5,292-34.3% | $4,321-19.6% | $4,754-26.9% |
| Participant deferral / active EE | $11,223 | $6,709+67.3% | $5,820+92.8% | $6,712+67.2% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |