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 | $76,947 | $106,008-27.4% | $92,240-16.6% | $147,586-47.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -7.23% | 50.05%-57.3pp | 176.29%-183.5pp | 578.59%-585.8pp |
| Employer contribution / active EE | $822 | $4,333-81.0% | $3,680-77.7% | $4,876-83.1% |
| Participant deferral / active EE | $5,000 | $4,478+11.6% | $3,897+28.3% | $5,439-8.1% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |