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 | $72,906 | $97,020-24.9% | $83,327-12.5% | $135,380-46.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.38% | 12.31%-22.7pp | 10.64%-21.0pp | 519.81%-530.2pp |
| Employer contribution / active EE | $18,413 | $4,144+344.4% | $3,379+445.0% | $4,779+285.3% |
| Participant deferral / active EE | $5,446 | $5,964-8.7% | $5,565-2.1% | $5,609-2.9% |
| Admin fee / account holder | $174 | $8,426-97.9% | $7,540-97.7% | $10,828-98.4% |