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 | $67,823 | $167,362-59.5% | $143,799-52.8% | $134,532-49.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.05% | 0.47%-30.5pp | -0.04%-30.0pp | 418.27%-448.3pp |
| Employer contribution / active EE | $2,224 | $5,620-60.4% | $4,952-55.1% | $4,741-53.1% |
| Participant deferral / active EE | $5,950 | $6,447-7.7% | $5,638+5.5% | $6,401-7.1% |
| Admin fee / account holder | $250 | $18,094-98.6% | $14,677-98.3% | $11,429-97.8% |