Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,922 | $88,603-61.7% | $69,890-51.5% | $134,545-74.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -24.05% | 442.93%-467.0pp | 190.84%-214.9pp | 418.37%-442.4pp |
| Employer contribution / active EE | $5,449 | $3,236+68.4% | $2,560+112.8% | $4,742+14.9% |
| Participant deferral / active EE | $24,017 | $4,771+403.4% | $3,848+524.1% | $6,401+275.2% |
| Admin fee / account holder | $64 | $10,443-99.4% | $6,267-99.0% | $11,431-99.4% |