Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,139 | $160,040-76.8% | $147,096-74.8% | $145,877-74.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -10.22% | 98.49%-108.7pp | 419.75%-430.0pp | 551.28%-561.5pp |
| Employer contribution / active EE | $3,756 | $5,289-29.0% | $4,936-23.9% | $4,663-19.5% |
| Participant deferral / active EE | $7,089 | $8,429-15.9% | $8,071-12.2% | $6,691+6.0% |
| Admin fee / account holder | $268 | $15,050-98.2% | $13,005-97.9% | $13,402-98.0% |