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 | $243,945 | $103,008+136.8% | $90,304+170.1% | $152,897+59.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 9.44% | 95.22%-85.8pp | 78.13%-68.7pp | 345.43%-336.0pp |
| Employer contribution / active EE | $16,633 | $3,139+429.8% | $2,855+482.6% | $4,764+249.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $50 | $6,175-99.2% | $5,354-99.1% | $11,599-99.6% |