Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $51,813 | $138,078-62.5% | $125,363-58.7% | $134,509-61.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.42% | 750.49%-778.9pp | 572.15%-600.6pp | 418.13%-446.6pp |
| Employer contribution / active EE | $2,365 | $5,245-54.9% | $4,815-50.9% | $4,741-50.1% |
| Participant deferral / active EE | $3,346 | $7,800-57.1% | $7,447-55.1% | $6,400-47.7% |
| Admin fee / account holder | $48 | $11,566-99.6% | $10,005-99.5% | $11,427-99.6% |