Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,238 | $84,551-74.9% | $61,452-65.4% | $134,532-84.2% |
| Participation rate | 81.8% | 62.2%+19.6pp | 52.6%+29.2pp | 81.2%+0.6pp |
| Annual return | -22.34% | 585.39%-607.7pp | 338.96%-361.3pp | 418.27%-440.6pp |
| Employer contribution / active EE | $1,089 | $1,545-29.5% | $1,160-6.0% | $4,741-77.0% |
| Participant deferral / active EE | $5,053 | $2,818+79.3% | $2,125+137.8% | $6,401-21.1% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |