Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,756 | $76,634-86.0% | $56,054-80.8% | $145,978-92.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -13.09% | 3004.33%-3017.4pp | 1705.95%-1719.0pp | 550.52%-563.6pp |
| Employer contribution / active EE | $1,163 | $1,380-15.7% | $1,039+12.0% | $4,662-75.0% |
| Participant deferral / active EE | $1,163 | $2,622-55.6% | $1,952-40.4% | $6,690-82.6% |
| Admin fee / account holder | $110 | $3,321-96.7% | $2,822-96.1% | $13,400-99.2% |