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 | $48,205 | $176,402-72.7% | $134,162-64.1% | $158,966-69.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -0.42% | 63.66%-64.1pp | 36.35%-36.8pp | 302.95%-303.4pp |
| Employer contribution / active EE | $8,127 | $5,042+61.2% | $3,705+119.4% | $4,762+70.6% |
| Participant deferral / active EE | $14,250 | $4,093+248.2% | $3,500+307.2% | $5,983+138.2% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |