Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,916 | $134,532-89.7% | $34,781-60.0% | $134,532-89.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 59.2%+40.8pp | 81.2%+18.8pp |
| Annual return | -45.53% | 418.27%-463.8pp | -24.95%-20.6pp | 418.27%-463.8pp |
| Employer contribution / active EE | $4,449 | $4,741-6.2% | $1,971+125.7% | $4,741-6.2% |
| Participant deferral / active EE | $7,864 | $6,401+22.9% | $7,211+9.0% | $6,401+22.9% |
| Admin fee / account holder | $88 | $11,429-99.2% | $897-90.2% | $11,429-99.2% |