Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $65,712-100.0% | $57,196-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | -4.11% | 22.01%-26.1pp | 14.59%-18.7pp | 41.46%-45.6pp |
| Employer contribution / active EE | $475 | $3,280-85.5% | $2,683-82.3% | $4,869-90.2% |
| Participant deferral / active EE | $2,346 | $3,782-38.0% | $3,096-24.2% | $5,287-55.6% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |