Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $118,957 | $176,688-32.7% | $130,660-9.0% | $152,909-22.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 1.40% | 2693.08%-2691.7pp | 1709.29%-1707.9pp | 345.46%-344.1pp |
| Employer contribution / active EE | $12,775 | $5,743+122.4% | $4,092+212.2% | $4,764+168.2% |
| Participant deferral / active EE | $10,100 | $4,362+131.5% | $3,603+180.3% | $5,851+72.6% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |