Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $55,567 | $171,867-67.7% | $149,716-62.9% | $147,585-62.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.16% | 2113.36%-2108.2pp | 1501.67%-1496.5pp | 578.58%-573.4pp |
| Employer contribution / active EE | $6,972 | $6,275+11.1% | $5,444+28.1% | $4,876+43.0% |
| Participant deferral / active EE | $18,000 | $7,270+147.6% | $6,568+174.0% | $5,439+231.0% |
| Admin fee / account holder | $42 | $13,799-99.7% | $11,282-99.6% | $10,886-99.6% |