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 | $77,419-100.0% | $69,461-100.0% | $152,870-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.4%-82.4pp |
| Annual return | 3.16% | 39.07%-35.9pp | 28.97%-25.8pp | 345.34%-342.2pp |
| Employer contribution / active EE | $467 | $3,315-85.9% | $2,779-83.2% | $4,763-90.2% |
| Participant deferral / active EE | $3,610 | $4,414-18.2% | $3,536+2.1% | $5,850-38.3% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,597-100.0% |