Sign up free to preview peer percentile detail
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 | $27,493 | $61,789-55.5% | $97,167-71.7% | $80,874-66.0% |
| Participation rate | 98.6% | 63.5%+35.1pp | 72.7%+25.9pp | 67.6%+30.9pp |
| Annual return | -54.55% | -557.90%+503.4pp | 75.27%-129.8pp | 35.62%-90.2pp |
| Employer contribution / active EE | $13,398 | $1,837+629.5% | $2,729+390.9% | $2,756+386.2% |
| Participant deferral / active EE | $0 | $3,028-100.0% | $4,264-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $5,168-100.0% | $5,650-100.0% | $6,935-100.0% |