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 | $197,600 | $103,038+91.8% | $90,324+118.8% | $152,909+29.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 1.27% | 95.25%-94.0pp | 78.15%-76.9pp | 345.46%-344.2pp |
| Employer contribution / active EE | $5,476 | $3,141+74.4% | $2,856+91.8% | $4,764+15.0% |
| Participant deferral / active EE | $4,817 | $4,282+12.5% | $3,885+24.0% | $5,851-17.7% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |