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 | $64,421 | $140,592-54.2% | $123,106-47.7% | $125,388-48.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -14.97% | 16.80%-31.8pp | 13.22%-28.2pp | 282.24%-297.2pp |
| Employer contribution / active EE | $5,600 | $6,041-7.3% | $5,151+8.7% | $4,866+15.1% |
| Participant deferral / active EE | $5,317 | $6,980-23.8% | $6,229-14.7% | $5,352-0.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |