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 | $76,522-85.9% | $56,033-80.8% | $145,884-92.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -13.09% | 3014.28%-3027.4pp | 1711.38%-1724.5pp | 551.85%-564.9pp |
| Employer contribution / active EE | $1,163 | $1,382-15.8% | $1,041+11.8% | $4,662-75.0% |
| Participant deferral / active EE | $1,163 | $2,624-55.7% | $1,954-40.5% | $6,690-82.6% |
| Admin fee / account holder | $110 | $3,328-96.7% | $2,827-96.1% | $13,392-99.2% |