Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,921 | $92,743-74.2% | $82,744-71.1% | $134,532-82.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -59.28% | 946.63%-1005.9pp | 702.22%-761.5pp | 418.27%-477.5pp |
| Employer contribution / active EE | $3,006 | $3,273-8.1% | $3,008-0.1% | $4,741-36.6% |
| Participant deferral / active EE | $8,350 | $4,802+73.9% | $4,395+90.0% | $6,401+30.5% |
| Admin fee / account holder | $155 | $5,977-97.4% | $5,325-97.1% | $11,429-98.6% |