Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $90,690 | $138,312-34.4% | $122,979-26.3% | $155,188-41.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 6.63% | 22.06%-15.4pp | 20.12%-13.5pp | 148.84%-142.2pp |
| Employer contribution / active EE | $9,189 | $3,530+160.3% | $3,062+200.1% | $4,248+116.3% |
| Participant deferral / active EE | $21,913 | $5,592+291.8% | $5,003+338.0% | $6,531+235.5% |
| Admin fee / account holder | $145 | $15,089-99.0% | $12,864-98.9% | $14,480-99.0% |