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 | $39,266 | $92,743-57.7% | $82,744-52.5% | $134,532-70.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.20% | 946.63%-968.8pp | 702.22%-724.4pp | 418.27%-440.5pp |
| Employer contribution / active EE | $2,864 | $3,273-12.5% | $3,008-4.8% | $4,741-39.6% |
| Participant deferral / active EE | $7,397 | $4,802+54.0% | $4,395+68.3% | $6,401+15.6% |
| Admin fee / account holder | $57 | $5,977-99.0% | $5,325-98.9% | $11,429-99.5% |