Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,689 | $73,518-70.5% | $63,003-65.6% | $147,585-85.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 4.71% | 175.46%-170.7pp | 87.59%-82.9pp | 578.57%-573.9pp |
| Employer contribution / active EE | $2,432 | $3,322-26.8% | $2,760-11.9% | $4,876-50.1% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15 | $5,952-99.8% | $3,600-99.6% | $10,885-99.9% |