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 | $13,988 | $90,600-84.6% | $79,464-82.4% | $135,377-89.7% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -9.90% | 977.43%-987.3pp | 718.14%-728.0pp | 519.75%-529.7pp |
| Employer contribution / active EE | $2,023 | $3,068-34.1% | $2,800-27.8% | $4,779-57.7% |
| Participant deferral / active EE | $2,813 | $4,050-30.6% | $3,704-24.1% | $5,609-49.9% |
| Admin fee / account holder | $41 | $5,907-99.3% | $5,113-99.2% | $10,828-99.6% |