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 | $17,017 | $90,617-81.2% | $79,476-78.6% | $135,382-87.4% |
| Participation rate | 92.9% | 76.1%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -10.88% | 977.57%-988.4pp | 718.21%-729.1pp | 519.77%-530.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,842 | $4,050+118.3% | $3,704+138.7% | $5,609+57.6% |
| Admin fee / account holder | $77 | $5,907-98.7% | $5,113-98.5% | $10,829-99.3% |