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 | $30,983 | $84,685-63.4% | $73,836-58.0% | $125,389-75.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.53% | 3123.80%-3128.3pp | 2268.06%-2272.6pp | 282.24%-286.8pp |
| Employer contribution / active EE | $1,521 | $3,123-51.3% | $2,787-45.4% | $4,866-68.7% |
| Participant deferral / active EE | $4,153 | $3,993+4.0% | $3,583+15.9% | $5,352-22.4% |
| Admin fee / account holder | $15 | $5,694-99.7% | $4,882-99.7% | $9,541-99.8% |