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 | $16,862 | $90,617-81.4% | $79,476-78.8% | $135,382-87.5% |
| Participation rate | 80.0% | 76.1%+3.9pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -24.05% | 977.57%-1001.6pp | 718.21%-742.3pp | 519.77%-543.8pp |
| Employer contribution / active EE | $1,768 | $3,068-42.4% | $2,800-36.9% | $4,779-63.0% |
| Participant deferral / active EE | $8,393 | $4,050+107.2% | $3,704+126.6% | $5,609+49.6% |
| Admin fee / account holder | $64 | $5,907-98.9% | $5,113-98.8% | $10,829-99.4% |