Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $55,923 | $82,674-32.4% | $125,381-55.4% | $68,486-18.3% |
| Participation rate | 78.8% | 75.1%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -22.38% | -5.97%-16.4pp | 572.31%-594.7pp | -7.85%-14.5pp |
| Employer contribution / active EE | $3,157 | $3,382-6.6% | $4,815-34.4% | $2,597+21.6% |
| Participant deferral / active EE | $6,268 | $6,111+2.6% | $7,448-15.8% | $4,028+55.6% |
| Admin fee / account holder | $247 | $6,277-96.1% | $10,007-97.5% | $5,404-95.4% |