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 | $87,225-23.2% | $158,226-57.7% | $94,015-28.8% |
| Participation rate | 98.1% | 67.9%+30.1pp | 74.8%+23.2pp | 70.8%+27.3pp |
| Annual return | 3.30% | 16.34%-13.0pp | 501.41%-498.1pp | 17.84%-14.5pp |
| Employer contribution / active EE | $15,236 | $2,217+587.3% | $2,986+410.3% | $2,790+446.1% |
| Participant deferral / active EE | $0 | $3,405-100.0% | $4,317-100.0% | $4,249-100.0% |
| Admin fee / account holder | $68 | $7,888-99.1% | $10,217-99.3% | $8,951-99.2% |