Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,107 | $58,600-60.6% | $83,327-72.3% | $64,173-64.0% |
| Participation rate | 81.5% | 72.0%+9.4pp | 77.8%+3.7pp | 69.6%+11.9pp |
| Annual return | -11.11% | 9.66%-20.8pp | 10.64%-21.7pp | 7.63%-18.7pp |
| Employer contribution / active EE | $2,203 | $2,098+5.0% | $3,379-34.8% | $2,381-7.5% |
| Participant deferral / active EE | $6,046 | $4,656+29.9% | $5,565+8.6% | $3,470+74.3% |
| Admin fee / account holder | $253 | $9,282-97.3% | $7,540-96.7% | $4,887-94.8% |