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 | $123,203 | $167,522-26.5% | $151,639-18.8% | $134,532-8.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.42% | 7.81%-31.2pp | 3.34%-26.8pp | 418.27%-441.7pp |
| Employer contribution / active EE | $3,022 | $6,828-55.7% | $6,165-51.0% | $4,741-36.3% |
| Participant deferral / active EE | $4,849 | $8,986-46.0% | $8,363-42.0% | $6,401-24.2% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |