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 | $42,008 | $113,941-63.1% | $94,228-55.4% | $125,388-66.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.83% | 5.29%-10.1pp | 10.68%-15.5pp | 282.24%-287.1pp |
| Employer contribution / active EE | $13,307 | $4,727+181.5% | $3,587+271.0% | $4,866+173.5% |
| Participant deferral / active EE | $8,495 | $5,179+64.0% | $4,320+96.6% | $5,352+58.7% |
| Admin fee / account holder | $236 | $8,392-97.2% | $6,269-96.2% | $9,541-97.5% |