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 | $21,415 | $156,963-86.4% | $121,204-82.3% | $139,466-84.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -4.66% | 1476.75%-1481.4pp | 987.18%-991.8pp | 373.66%-378.3pp |
| Employer contribution / active EE | $15,000 | $5,544+170.5% | $4,170+259.7% | $4,754+215.5% |
| Participant deferral / active EE | $528 | $4,848-89.1% | $4,083-87.1% | $6,712-92.1% |
| Admin fee / account holder | $148 | $6,953-97.9% | $5,651-97.4% | $11,409-98.7% |