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 | $30,561 | $160,028-80.9% | $147,080-79.2% | $145,884-79.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.96% | 98.60%-92.6pp | 420.17%-414.2pp | 551.85%-545.9pp |
| Employer contribution / active EE | $1,879 | $5,286-64.4% | $4,933-61.9% | $4,662-59.7% |
| Participant deferral / active EE | $6,678 | $8,422-20.7% | $8,066-17.2% | $6,690-0.2% |
| Admin fee / account holder | $128 | $15,030-99.2% | $12,989-99.0% | $13,392-99.0% |