Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $179,547 | $166,268+8.0% | $165,100+8.8% | $145,897+23.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.89% | 100.52%-92.6pp | 70.21%-62.3pp | 552.29%-544.4pp |
| Employer contribution / active EE | $3,472 | $5,284-34.3% | $4,348-20.2% | $4,663-25.5% |
| Participant deferral / active EE | $10,516 | $6,964+51.0% | $6,035+74.2% | $6,689+57.2% |
| Admin fee / account holder | $52 | $16,659-99.7% | $12,696-99.6% | $13,390-99.6% |