Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $23,606 | $101,283-76.7% | $75,826-68.9% | $135,380-82.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -19.14% | 3384.62%-3403.8pp | 1914.15%-1933.3pp | 519.81%-538.9pp |
| Employer contribution / active EE | $4,267 | $2,382+79.1% | $1,913+123.0% | $4,779-10.7% |
| Participant deferral / active EE | $16,000 | $3,469+361.2% | $2,862+459.0% | $5,609+185.3% |
| Admin fee / account holder | $86 | $6,539-98.7% | $4,726-98.2% | $10,828-99.2% |