Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $159,978-100.0% | $147,041-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 8.19% | 98.36%-90.2pp | 419.21%-411.0pp | 550.52%-542.3pp |
| Employer contribution / active EE | $2,599 | $5,288-50.9% | $4,935-47.3% | $4,662-44.3% |
| Participant deferral / active EE | $13,880 | $8,429+64.7% | $8,071+72.0% | $6,690+107.5% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |