Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $91,252 | $138,078-33.9% | $125,363-27.2% | $134,509-32.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.27% | 750.49%-771.8pp | 572.15%-593.4pp | 418.13%-439.4pp |
| Employer contribution / active EE | $4,434 | $5,245-15.4% | $4,815-7.9% | $4,741-6.5% |
| Participant deferral / active EE | $8,658 | $7,800+11.0% | $7,447+16.3% | $6,400+35.3% |
| Admin fee / account holder | $30 | $11,566-99.7% | $10,005-99.7% | $11,427-99.7% |