Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $66,945 | $63,703+5.1% | $93,063-28.1% | $82,448-18.8% |
| Participation rate | 98.1% | 63.8%+34.2pp | 72.1%+26.0pp | 68.1%+30.0pp |
| Annual return | 3.30% | -775.43%+778.7pp | 34.15%-30.9pp | 41.64%-38.3pp |
| Employer contribution / active EE | $15,236 | $1,729+781.4% | $2,476+515.3% | $2,551+497.3% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $68 | $5,982-98.9% | $6,033-98.9% | $7,234-99.1% |