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 | $58,660 | $100,805-41.8% | $86,698-32.3% | $134,532-56.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -76.25% | 29.09%-105.3pp | 35.95%-112.2pp | 418.27%-494.5pp |
| Employer contribution / active EE | $867 | $3,490-75.1% | $2,837-69.4% | $4,741-81.7% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $277 | $10,925-97.5% | $7,493-96.3% | $11,429-97.6% |