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 | $25,705 | $64,307-60.0% | $57,347-55.2% | $125,393-79.5% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 83.2%+6.8pp |
| Annual return | -3.76% | 25.14%-28.9pp | 24.40%-28.2pp | 282.23%-286.0pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,096 | $3,847+32.5% | $3,162+61.2% | $5,351-4.8% |
| Admin fee / account holder | $25 | $5,242-99.5% | $3,356-99.3% | $9,541-99.7% |