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 | $23,829 | $90,486-73.7% | $78,676-69.7% | $273,972-91.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.27% | 75.62%-74.4pp | 62.19%-60.9pp | 41.46%-40.2pp |
| Employer contribution / active EE | $11,462 | $3,175+261.0% | $2,850+302.2% | $4,869+135.4% |
| Participant deferral / active EE | $2,240 | $3,901-42.6% | $3,517-36.3% | $5,287-57.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |