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 | $74,381 | $97,732-23.9% | $83,831-11.3% | $135,380-45.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -32.58% | 1287.56%-1320.1pp | 850.99%-883.6pp | 519.81%-552.4pp |
| Employer contribution / active EE | $19,500 | $4,222+361.9% | $3,631+437.0% | $4,779+308.0% |
| Participant deferral / active EE | $3,869 | $4,683-17.4% | $4,082-5.2% | $5,609-31.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |