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 | $107,240 | $96,388+11.3% | $80,627+33.0% | $139,466-23.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -36.06% | 1352.08%-1388.1pp | 936.76%-972.8pp | 373.66%-409.7pp |
| Employer contribution / active EE | $1,200 | $3,260-63.2% | $2,723-55.9% | $4,754-74.8% |
| Participant deferral / active EE | $8,321 | $5,224+59.3% | $4,443+87.3% | $6,712+24.0% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |