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 | $90,417 | $169,356-46.6% | $129,406-30.1% | $145,897-38.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.88% | 14418.62%-14411.7pp | 9468.18%-9461.3pp | 552.29%-545.4pp |
| Employer contribution / active EE | $38,728 | $5,542+598.8% | $4,155+832.0% | $4,663+730.6% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $102 | $9,915-99.0% | $7,689-98.7% | $13,390-99.2% |