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 | $51,611 | $167,353-69.2% | $143,797-64.1% | $134,545-61.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.86% | 0.48%-24.3pp | -0.04%-23.8pp | 418.37%-442.2pp |
| Employer contribution / active EE | $5,215 | $5,620-7.2% | $4,952+5.3% | $4,742+10.0% |
| Participant deferral / active EE | $6,478 | $6,447+0.5% | $5,638+14.9% | $6,401+1.2% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |