Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,147 | $84,697-73.9% | $73,845-70.0% | $125,393-82.3% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | -12.17% | 3123.66%-3135.8pp | 2267.91%-2280.1pp | 282.23%-294.4pp |
| Employer contribution / active EE | $7,249 | $3,123+132.1% | $2,788+160.0% | $4,866+49.0% |
| Participant deferral / active EE | $11,131 | $3,993+178.8% | $3,583+210.6% | $5,351+108.0% |
| Admin fee / account holder | $16 | $5,692-99.7% | $4,881-99.7% | $9,541-99.8% |