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 | $28,290 | $103,008-72.5% | $90,304-68.7% | $152,897-81.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | -42.88% | 95.22%-138.1pp | 78.13%-121.0pp | 345.43%-388.3pp |
| Employer contribution / active EE | $1,010 | $3,139-67.8% | $2,855-64.6% | $4,764-78.8% |
| Participant deferral / active EE | $1,212 | $4,281-71.7% | $3,885-68.8% | $5,851-79.3% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |