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 | $72,446-100.0% | $67,561-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 2.41% | 7211.98%-7209.6pp | 3525.44%-3523.0pp | 551.28%-548.9pp |
| Employer contribution / active EE | $602 | $3,072-80.4% | $2,735-78.0% | $4,663-87.1% |
| Participant deferral / active EE | $5,104 | $4,785+6.7% | $4,003+27.5% | $6,691-23.7% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |