Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $101,760 | $96,678+5.3% | $86,640+17.5% | $139,466-27.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -12.67% | 106.69%-119.4pp | 592.52%-605.2pp | 373.66%-386.3pp |
| Employer contribution / active EE | $10,303 | $3,265+215.5% | $3,024+240.7% | $4,754+116.7% |
| Participant deferral / active EE | $18,023 | $4,837+272.6% | $4,438+306.1% | $6,712+168.5% |
| Admin fee / account holder | $65 | $6,410-99.0% | $5,616-98.8% | $11,409-99.4% |