Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,254 | $103,008-71.6% | $90,304-67.6% | $152,897-80.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 8.63% | 95.22%-86.6pp | 78.13%-69.5pp | 345.43%-336.8pp |
| Employer contribution / active EE | $7,458 | $3,139+137.6% | $2,855+161.2% | $4,764+56.6% |
| Participant deferral / active EE | $14,667 | $4,281+242.6% | $3,885+277.5% | $5,851+150.7% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |