Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,789 | $138,076-73.4% | $123,553-70.2% | $135,380-72.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -56.04% | 153.70%-209.7pp | 119.21%-175.2pp | 519.81%-575.8pp |
| Employer contribution / active EE | $15,833 | $5,152+207.3% | $4,628+242.1% | $4,779+231.3% |
| Participant deferral / active EE | $16,333 | $6,800+140.2% | $6,426+154.2% | $5,609+191.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |