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 | $20,169 | $90,617-77.7% | $79,476-74.6% | $135,382-85.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.54% | 977.57%-989.1pp | 718.21%-729.8pp | 519.77%-531.3pp |
| Employer contribution / active EE | $2,767 | $3,068-9.8% | $2,800-1.2% | $4,779-42.1% |
| Participant deferral / active EE | $1,716 | $4,050-57.6% | $3,704-53.7% | $5,609-69.4% |
| Admin fee / account holder | $261 | $5,907-95.6% | $5,113-94.9% | $10,829-97.6% |