Sign up free to preview peer percentile detail
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 | $10,137 | $76,785-86.8% | $56,441-82.0% | $145,959-93.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 1.12% | 3000.51%-2999.4pp | 1704.21%-1703.1pp | 561.95%-560.8pp |
| Employer contribution / active EE | $4,295 | $1,381+211.1% | $1,039+313.4% | $4,661-7.8% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,953-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13 | $3,334-99.6% | $2,829-99.5% | $13,398-99.9% |