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 | $96,740 | $81,643+18.5% | $70,462+37.3% | $158,950-39.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -11.50% | 208.51%-220.0pp | 109.08%-120.6pp | 302.91%-314.4pp |
| Employer contribution / active EE | $9,836 | $3,218+205.7% | $2,737+259.3% | $4,762+106.6% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $64 | $6,194-99.0% | $3,845-98.3% | $11,248-99.4% |