Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,557 | $183,539-89.3% | $155,556-87.4% | $145,897-86.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -64.44% | 61.31%-125.8pp | 64.84%-129.3pp | 552.29%-616.7pp |
| Employer contribution / active EE | $3,628 | $5,315-31.7% | $4,675-22.4% | $4,663-22.2% |
| Participant deferral / active EE | $9,028 | $6,467+39.6% | $5,631+60.3% | $6,689+35.0% |
| Admin fee / account holder | $10 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |