Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,596 | $97,732-75.9% | $83,831-71.9% | $135,380-82.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.53% | 1287.56%-1301.1pp | 850.99%-864.5pp | 519.81%-533.3pp |
| Employer contribution / active EE | $2,982 | $4,222-29.4% | $3,631-17.9% | $4,779-37.6% |
| Participant deferral / active EE | $5,090 | $4,683+8.7% | $4,082+24.7% | $5,609-9.3% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |