Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $52,247 | $166,131-68.6% | $164,975-68.3% | $145,877-64.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.74% | 100.37%-95.6pp | 70.12%-65.4pp | 551.28%-546.5pp |
| Employer contribution / active EE | $1,289 | $5,276-75.6% | $4,343-70.3% | $4,663-72.3% |
| Participant deferral / active EE | $15,300 | $6,962+119.8% | $6,033+153.6% | $6,691+128.7% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |