Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $73,259 | $100,970-27.4% | $96,576-24.1% | $137,256-46.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.17% | 38.16%-26.0pp | 38.47%-26.3pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,099 | $8,286-50.5% | $7,956-48.5% | $6,407-36.0% |
| Admin fee / account holder | $32 | $11,312-99.7% | $11,381-99.7% | $12,270-99.7% |