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 | $23,453 | $190,916-87.7% | $160,037-85.3% | $134,545-82.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -26.45% | 552.79%-579.2pp | 408.95%-435.4pp | 418.37%-444.8pp |
| Employer contribution / active EE | $4,470 | $4,996-10.5% | $4,226+5.8% | $4,742-5.7% |
| Participant deferral / active EE | $11,730 | $6,925+69.4% | $6,184+89.7% | $6,401+83.2% |
| Admin fee / account holder | $1 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |