Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,741 | $108,226-79.0% | $77,513-70.7% | $158,950-85.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -19.93% | 31.67%-51.6pp | 54.81%-74.7pp | 302.91%-322.8pp |
| Employer contribution / active EE | $600 | $1,325-54.7% | $987-39.2% | $4,762-87.4% |
| Participant deferral / active EE | $600 | $2,456-75.6% | $1,861-67.8% | $5,983-90.0% |
| Admin fee / account holder | $0 | $3,710-100.0% | $2,859-100.0% | $11,248-100.0% |