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 | $115,305 | $167,362-31.1% | $143,799-19.8% | $134,532-14.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.80% | 0.47%-31.3pp | -0.04%-30.8pp | 418.27%-449.1pp |
| Employer contribution / active EE | $5,545 | $5,620-1.3% | $4,952+12.0% | $4,741+16.9% |
| Participant deferral / active EE | $7,597 | $6,447+17.8% | $5,638+34.7% | $6,401+18.7% |
| Admin fee / account holder | $6 | $18,094-100.0% | $14,677-100.0% | $11,429-99.9% |