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 | $11,267 | $90,617-87.6% | $79,476-85.8% | $135,382-91.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.80% | 977.57%-987.4pp | 718.21%-728.0pp | 519.77%-529.6pp |
| Employer contribution / active EE | $3,495 | $3,068+13.9% | $2,800+24.8% | $4,779-26.9% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $65 | $5,907-98.9% | $5,113-98.7% | $10,829-99.4% |