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 | $17,229 | $90,617-81.0% | $79,476-78.3% | $135,382-87.3% |
| Participation rate | 87.5% | 76.1%+11.4pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -11.14% | 977.57%-988.7pp | 718.21%-729.4pp | 519.77%-530.9pp |
| Employer contribution / active EE | $3,325 | $3,068+8.4% | $2,800+18.7% | $4,779-30.4% |
| Participant deferral / active EE | $2,792 | $4,050-31.1% | $3,704-24.6% | $5,609-50.2% |
| Admin fee / account holder | $22 | $5,907-99.6% | $5,113-99.6% | $10,829-99.8% |