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 | $57,012 | $133,998-57.5% | $112,263-49.2% | $134,545-57.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.29% | 47.17%-70.5pp | 27.49%-50.8pp | 418.37%-441.7pp |
| Employer contribution / active EE | $1,148 | $4,040-71.6% | $3,636-68.4% | $4,742-75.8% |
| Participant deferral / active EE | $14,876 | $5,292+181.1% | $4,729+214.5% | $6,401+132.4% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |