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 | $69,928 | $160,040-56.3% | $147,096-52.5% | $145,877-52.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.50% | 98.49%-91.0pp | 419.75%-412.3pp | 551.28%-543.8pp |
| Employer contribution / active EE | $1,175 | $5,289-77.8% | $4,936-76.2% | $4,663-74.8% |
| Participant deferral / active EE | $12,453 | $8,429+47.7% | $8,071+54.3% | $6,691+86.1% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |