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 | $62,080 | $90,606-31.5% | $79,466-21.9% | $135,379-54.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -13.31% | 977.69%-991.0pp | 718.28%-731.6pp | 519.79%-533.1pp |
| Employer contribution / active EE | $19,888 | $3,068+548.3% | $2,800+610.2% | $4,779+316.2% |
| Participant deferral / active EE | $37,982 | $4,050+837.8% | $3,704+925.5% | $5,609+577.2% |
| Admin fee / account holder | $22 | $5,895-99.6% | $5,104-99.6% | $10,828-99.8% |