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 | $43,066 | $168,635-74.5% | $147,617-70.8% | $125,389-65.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.93% | 77.65%-81.6pp | 61.98%-65.9pp | 282.24%-286.2pp |
| Employer contribution / active EE | $5,179 | $6,252-17.2% | $5,564-6.9% | $4,866+6.4% |
| Participant deferral / active EE | $4,537 | $5,507-17.6% | $4,895-7.3% | $5,352-15.2% |
| Admin fee / account holder | $184 | $13,580-98.6% | $11,612-98.4% | $9,541-98.1% |