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 | $57,133 | $115,814-50.7% | $101,275-43.6% | $158,982-64.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -2.77% | 56.16%-58.9pp | 46.48%-49.3pp | 302.99%-305.8pp |
| Employer contribution / active EE | $7,500 | $4,176+79.6% | $3,660+104.9% | $4,763+57.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10 | $7,249-99.9% | $5,948-99.8% | $11,252-99.9% |