Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $70,573 | $201,370-65.0% | $184,256-61.7% | $145,897-51.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.09% | 29.05%-20.0pp | 28.85%-19.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $15,281 | $7,024+117.6% | $6,427+137.8% | $4,663+227.7% |
| Participant deferral / active EE | $15,793 | $9,808+61.0% | $9,133+72.9% | $6,689+136.1% |
| Admin fee / account holder | $213 | $16,364-98.7% | $13,899-98.5% | $13,390-98.4% |