Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $154,228-100.0% | $145,433-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 6.91% | 74.59%-67.7pp | 66.58%-59.7pp | 220.34%-213.4pp |
| Employer contribution / active EE | $4,875 | $4,804+1.5% | $4,554+7.0% | $4,156+17.3% |
| Participant deferral / active EE | $16,475 | $8,216+100.5% | $7,897+108.6% | $6,407+157.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |