Sign up free to preview peer percentile detail
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 | $26,881 | $76,608-64.9% | $56,077-52.1% | $145,877-81.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -4.17% | 3009.59%-3013.8pp | 1709.28%-1713.5pp | 551.28%-555.5pp |
| Employer contribution / active EE | $11,715 | $1,382+747.9% | $1,040+1026.1% | $4,663+151.2% |
| Participant deferral / active EE | $11,333 | $2,624+331.9% | $1,954+480.0% | $6,691+69.4% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |