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 | $46,838 | $99,995-53.2% | $85,063-44.9% | $145,978-67.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.44% | 83.99%-76.6pp | 66.54%-59.1pp | 550.52%-543.1pp |
| Employer contribution / active EE | $1,124 | $3,231-65.2% | $2,727-58.8% | $4,662-75.9% |
| Participant deferral / active EE | $7,644 | $5,295+44.4% | $4,523+69.0% | $6,690+14.3% |
| Admin fee / account holder | $74 | $7,255-99.0% | $6,155-98.8% | $13,400-99.4% |