Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,265 | $92,766-82.5% | $82,763-80.3% | $134,545-87.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.19% | 946.97%-968.2pp | 702.45%-723.6pp | 418.37%-439.6pp |
| Employer contribution / active EE | $2,730 | $3,273-16.6% | $3,008-9.3% | $4,742-42.4% |
| Participant deferral / active EE | $4,680 | $4,802-2.5% | $4,395+6.5% | $6,401-26.9% |
| Admin fee / account holder | $140 | $5,978-97.7% | $5,325-97.4% | $11,431-98.8% |