Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $194,735 | $82,678+135.5% | $125,391+55.3% | $68,490+184.3% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -25.57% | -5.97%-19.6pp | 572.41%-598.0pp | -7.85%-17.7pp |
| Employer contribution / active EE | $4,920 | $3,382+45.5% | $4,816+2.2% | $2,597+89.5% |
| Participant deferral / active EE | $21,475 | $6,111+251.4% | $7,448+188.3% | $4,028+433.2% |
| Admin fee / account holder | $118 | $6,277-98.1% | $10,009-98.8% | $5,403-97.8% |