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 | $42,838 | $99,079-56.8% | $78,002-45.1% | $273,972-84.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -6.13% | 217.93%-224.1pp | 425.99%-432.1pp | 41.46%-47.6pp |
| Employer contribution / active EE | $2,943 | $3,308-11.0% | $2,470+19.1% | $4,869-39.6% |
| Participant deferral / active EE | $2,000 | $4,306-53.6% | $3,497-42.8% | $5,287-62.2% |
| Admin fee / account holder | $152 | $8,954-98.3% | $5,481-97.2% | $10,133-98.5% |