Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $123,167 | $201,259-38.8% | $184,200-33.1% | $145,959-15.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.41% | 28.98%-21.6pp | 28.80%-21.4pp | 561.95%-554.5pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $21,000 | $9,806+114.1% | $9,132+130.0% | $6,689+214.0% |
| Admin fee / account holder | $188 | $16,372-98.8% | $13,907-98.6% | $13,398-98.6% |