Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $2,794 | $84,628-96.7% | $61,501-95.5% | $134,545-97.9% |
| Participation rate | 87.5% | 62.2%+25.3pp | 52.6%+34.9pp | 81.2%+6.3pp |
| Annual return | -38.66% | 585.61%-624.3pp | 339.04%-377.7pp | 418.37%-457.0pp |
| Employer contribution / active EE | $1,292 | $1,545-16.4% | $1,160+11.4% | $4,742-72.8% |
| Participant deferral / active EE | $1,600 | $2,819-43.2% | $2,125-24.7% | $6,401-75.0% |
| Admin fee / account holder | $79 | $2,587-96.9% | $2,132-96.3% | $11,431-99.3% |