Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,791 | $39,132-29.0% | $57,196-51.4% | $62,881-55.8% |
| Participation rate | 93.5% | 70.5%+23.1pp | 75.3%+18.2pp | 69.3%+24.2pp |
| Annual return | -0.09% | 9.24%-9.3pp | 14.59%-14.7pp | 20.14%-20.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,001 | $2,374-57.8% | $3,096-67.7% | $3,203-68.8% |
| Admin fee / account holder | $185 | $2,594-92.9% | $3,141-94.1% | $4,296-95.7% |