Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,379 | $92,684-88.8% | $82,706-87.5% | $134,509-92.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.60% | 945.84%-971.4pp | 701.76%-727.4pp | 418.13%-443.7pp |
| Employer contribution / active EE | $653 | $3,272-80.0% | $3,007-78.3% | $4,741-86.2% |
| Participant deferral / active EE | $8,628 | $4,800+79.7% | $4,394+96.4% | $6,400+34.8% |
| Admin fee / account holder | $41 | $5,982-99.3% | $5,329-99.2% | $11,427-99.6% |