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 | $33,989 | $97,761-65.2% | $83,850-59.5% | $135,382-74.9% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -12.44% | 1287.44%-1299.9pp | 850.92%-863.4pp | 519.77%-532.2pp |
| Employer contribution / active EE | $10,430 | $4,222+147.1% | $3,631+187.3% | $4,779+118.3% |
| Participant deferral / active EE | $7,196 | $4,682+53.7% | $4,082+76.3% | $5,609+28.3% |
| Admin fee / account holder | $105 | $6,674-98.4% | $5,478-98.1% | $10,829-99.0% |