Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $53,592 | $159,934-66.5% | $147,005-63.5% | $145,959-63.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.62% | 98.24%-97.6pp | 418.76%-418.1pp | 561.95%-561.3pp |
| Employer contribution / active EE | $5,134 | $5,287-2.9% | $4,934+4.1% | $4,661+10.2% |
| Participant deferral / active EE | $15,333 | $8,427+81.9% | $8,070+90.0% | $6,689+129.2% |
| Admin fee / account holder | $264 | $15,053-98.2% | $13,006-98.0% | $13,398-98.0% |