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 | $53,711 | $165,939-67.6% | $122,354-56.1% | $147,585-63.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 2.06% | 34.56%-32.5pp | 30.28%-28.2pp | 578.58%-576.5pp |
| Employer contribution / active EE | $7,788 | $5,754+35.3% | $4,051+92.3% | $4,876+59.7% |
| Participant deferral / active EE | $1,733 | $4,005-56.7% | $3,287-47.3% | $5,439-68.1% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |