Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,367 | $92,743-79.1% | $82,744-76.6% | $134,532-85.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -54.03% | 946.63%-1000.7pp | 702.22%-756.3pp | 418.27%-472.3pp |
| Employer contribution / active EE | $4,621 | $3,273+41.2% | $3,008+53.6% | $4,741-2.5% |
| Participant deferral / active EE | $16,579 | $4,802+245.3% | $4,395+277.3% | $6,401+159.0% |
| Admin fee / account holder | $155 | $5,977-97.4% | $5,325-97.1% | $11,429-98.6% |