Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $81,449 | $100,938-19.3% | $90,461-10.0% | $158,982-48.8% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 5.41% | 1727.20%-1721.8pp | 1294.76%-1289.4pp | 302.99%-297.6pp |
| Employer contribution / active EE | $26,602 | $3,691+620.6% | $3,264+715.0% | $4,763+458.5% |
| Participant deferral / active EE | $4,204 | $4,350-3.3% | $3,964+6.0% | $5,983-29.7% |
| Admin fee / account holder | $110 | $6,510-98.3% | $5,617-98.1% | $11,252-99.0% |