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 | $14,939 | $90,606-83.5% | $79,466-81.2% | $135,379-89.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.76% | 977.69%-987.4pp | 718.28%-728.0pp | 519.79%-529.5pp |
| Employer contribution / active EE | $653 | $3,068-78.7% | $2,800-76.7% | $4,779-86.3% |
| Participant deferral / active EE | $780 | $4,050-80.7% | $3,704-78.9% | $5,609-86.1% |
| Admin fee / account holder | $288 | $5,895-95.1% | $5,104-94.4% | $10,828-97.3% |