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 | $29,344 | $65,566-55.2% | $86,235-66.0% | $75,177-61.0% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 9.42% | 46.07%-36.7pp | 1170.03%-1160.6pp | 160.75%-151.3pp |
| Employer contribution / active EE | $5,438 | $1,553+250.1% | $2,381+128.4% | $2,671+103.6% |
| Participant deferral / active EE | $1,944 | $3,023-35.7% | $3,987-51.2% | $4,126-52.9% |
| Admin fee / account holder | $145 | $5,470-97.4% | $6,856-97.9% | $5,651-97.4% |