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 | $87,912 | $110,039-20.1% | $97,260-9.6% | $145,884-39.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -4.85% | 244.44%-249.3pp | 75.54%-80.4pp | 551.85%-556.7pp |
| Employer contribution / active EE | $362 | $3,074-88.2% | $2,721-86.7% | $4,662-92.2% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $34 | $6,204-99.5% | $5,640-99.4% | $13,392-99.7% |