Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $39,319 | $183,627-78.6% | $155,602-74.7% | $145,978-73.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.51% | 61.32%-55.8pp | 64.81%-59.3pp | 550.52%-545.0pp |
| Employer contribution / active EE | $4,646 | $5,316-12.6% | $4,675-0.6% | $4,662-0.3% |
| Participant deferral / active EE | $12,200 | $6,466+88.7% | $5,629+116.7% | $6,690+82.4% |
| Admin fee / account holder | $213 | $19,327-98.9% | $15,923-98.7% | $13,400-98.4% |