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 | $143,236 | $209,336-31.6% | $197,124-27.3% | $137,256+4.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -7.77% | 48.09%-55.9pp | 44.34%-52.1pp | 220.34%-228.1pp |
| Employer contribution / active EE | $2,219 | $6,591-66.3% | $6,227-64.4% | $4,156-46.6% |
| Participant deferral / active EE | $21,715 | $9,614+125.9% | $9,135+137.7% | $6,407+238.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |