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 | $57,701 | $183,539-68.6% | $155,556-62.9% | $145,897-60.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.26% | 61.31%-55.1pp | 64.84%-58.6pp | 552.29%-546.0pp |
| Employer contribution / active EE | $11,491 | $5,315+116.2% | $4,675+145.8% | $4,663+146.4% |
| Participant deferral / active EE | $7,867 | $6,467+21.6% | $5,631+39.7% | $6,689+17.6% |
| Admin fee / account holder | $276 | $19,275-98.6% | $15,885-98.3% | $13,390-97.9% |