Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $0 | $106,918-100.0% | $84,021-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 69.0%-69.0pp | 82.5%-82.5pp |
| Annual return | 4.72% | 105.01%-100.3pp | 71.32%-66.6pp | 345.43%-340.7pp |
| Employer contribution / active EE | $21,233 | $2,735+676.3% | $1,984+970.3% | $4,764+345.7% |
| Participant deferral / active EE | $25,000 | $4,012+523.1% | $3,239+671.8% | $5,851+327.3% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |