Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,294 | $106,008-75.2% | $92,240-71.5% | $147,586-82.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 3.92% | 50.05%-46.1pp | 176.29%-172.4pp | 578.59%-574.7pp |
| Employer contribution / active EE | $16,832 | $4,333+288.4% | $3,680+357.4% | $4,876+245.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14 | $6,333-99.8% | $5,194-99.7% | $10,886-99.9% |