Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $355,607-100.0% | $323,456-100.0% | $554,306-100.0% |
| Participation rate | 0.0% | 85.8%-85.8pp | 77.8%-77.8pp | 84.6%-84.6pp |
| Annual return | 3.54% | 14.31%-10.8pp | 13.47%-9.9pp | 10.47%-6.9pp |
| Employer contribution / active EE | $0 | $30,129-100.0% | $29,776-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $22,800 | $8,255+176.2% | $7,386+208.7% | $3,690+517.9% |
| Admin fee / account holder | $0 | $8,428-100.0% | $10,251-100.0% | $49,540-100.0% |