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 | $30,552 | $92,743-67.1% | $82,744-63.1% | $134,532-77.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.39% | 946.63%-968.0pp | 702.22%-723.6pp | 418.27%-439.7pp |
| Employer contribution / active EE | $6,462 | $3,273+97.5% | $3,008+114.8% | $4,741+36.3% |
| Participant deferral / active EE | $8,764 | $4,802+82.5% | $4,395+99.4% | $6,401+36.9% |
| Admin fee / account holder | $240 | $5,977-96.0% | $5,325-95.5% | $11,429-97.9% |