Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $60,295 | $190,879-68.4% | $160,009-62.3% | $134,532-55.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.21% | 552.63%-573.8pp | 408.85%-430.1pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,766 | $4,995-64.6% | $4,225-58.2% | $4,741-62.7% |
| Participant deferral / active EE | $1,504 | $6,924-78.3% | $6,183-75.7% | $6,401-76.5% |
| Admin fee / account holder | $241 | $10,495-97.7% | $8,715-97.2% | $11,429-97.9% |