Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,360 | $185,225-90.6% | $142,898-87.9% | $167,553-89.6% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 0.01% | 8558.12%-8558.1pp | 5639.64%-5639.6pp | 478.89%-478.9pp |
| Employer contribution / active EE | $10,493 | $5,607+87.1% | $4,146+153.1% | $4,840+116.8% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,316-100.0% |