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 | $31,657 | $97,761-67.6% | $83,850-62.2% | $135,382-76.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.65% | 1287.44%-1299.1pp | 850.92%-862.6pp | 519.77%-531.4pp |
| Employer contribution / active EE | $7,932 | $4,222+87.9% | $3,631+118.5% | $4,779+66.0% |
| Participant deferral / active EE | $7,595 | $4,682+62.2% | $4,082+86.1% | $5,609+35.4% |
| Admin fee / account holder | $165 | $6,674-97.5% | $5,478-97.0% | $10,829-98.5% |