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 | $23,109 | $169,336-86.4% | $129,384-82.1% | $145,884-84.2% |
| Participation rate | 92.9% | 76.5%+16.4pp | 69.6%+23.2pp | 80.3%+12.6pp |
| Annual return | -79.38% | 14408.70%-14488.1pp | 9461.77%-9541.1pp | 551.85%-631.2pp |
| Employer contribution / active EE | $1,152 | $5,540-79.2% | $4,153-72.3% | $4,662-75.3% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |