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 | $98,442 | $116,190-15.3% | $93,614+5.2% | $152,885-35.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 5.92% | 35.96%-30.0pp | 32.76%-26.8pp | 345.39%-339.5pp |
| Employer contribution / active EE | $2,198 | $3,219-31.7% | $2,718-19.1% | $4,763-53.9% |
| Participant deferral / active EE | $6,125 | $4,604+33.0% | $4,069+50.5% | $5,851+4.7% |
| Admin fee / account holder | $0 | $10,749-100.0% | $7,889-100.0% | $11,598-100.0% |