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 | $30,859 | $111,787-72.4% | $93,681-67.1% | $145,978-78.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 7.24% | 203.52%-196.3pp | 133.47%-126.2pp | 550.52%-543.3pp |
| Employer contribution / active EE | $1,711 | $3,093-44.7% | $2,422-29.3% | $4,662-63.3% |
| Participant deferral / active EE | $2,471 | $4,918-49.8% | $4,415-44.0% | $6,690-63.1% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |