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 | $154,016 | $209,422-26.5% | $178,503-13.7% | $158,982-3.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -8.64% | 188.81%-197.4pp | 151.12%-159.8pp | 302.99%-311.6pp |
| Employer contribution / active EE | $37,637 | $5,707+559.5% | $5,011+651.1% | $4,763+690.2% |
| Participant deferral / active EE | $22,750 | $5,955+282.0% | $5,202+337.3% | $5,983+280.2% |
| Admin fee / account holder | $204 | $17,079-98.8% | $13,987-98.5% | $11,252-98.2% |