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 | $17,943 | $97,732-81.6% | $83,831-78.6% | $135,380-86.7% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -17.97% | 1287.56%-1305.5pp | 850.99%-869.0pp | 519.81%-537.8pp |
| Employer contribution / active EE | $4,333 | $4,222+2.6% | $3,631+19.3% | $4,779-9.3% |
| Participant deferral / active EE | $13,200 | $4,683+181.9% | $4,082+223.4% | $5,609+135.3% |
| Admin fee / account holder | $271 | $6,675-95.9% | $5,479-95.1% | $10,828-97.5% |