Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,536 | $73,988-70.9% | $96,538-77.7% | $75,177-71.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 12.59% | 26.73%-14.1pp | 35.74%-23.1pp | 160.75%-148.2pp |
| Employer contribution / active EE | $6,724 | $2,930+129.5% | $3,740+79.8% | $2,671+151.7% |
| Participant deferral / active EE | $3,582 | $3,660-2.1% | $4,880-26.6% | $4,126-13.2% |
| Admin fee / account holder | $236 | $5,220-95.5% | $6,737-96.5% | $5,651-95.8% |