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 | $185,225-100.0% | $142,898-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 78.5%-78.5pp | 72.0%-72.0pp | 82.1%-82.1pp |
| Annual return | 5.78% | 8558.12%-8552.3pp | 5639.64%-5633.9pp | 478.89%-473.1pp |
| Employer contribution / active EE | $34,500 | $5,607+515.3% | $4,146+732.2% | $4,840+612.9% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,316-100.0% |