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 | $118,035-100.0% | $118,035-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 33.3%-33.3pp | 35.7%-35.7pp |
| Annual return | 0.00% | 5.94%-5.9pp | 6.20%-6.2pp | 15.19%-15.2pp |
| Employer contribution / active EE | $25,000 | $32,107-22.1% | $30,079-16.9% | $34,877-28.3% |
| Participant deferral / active EE | $5,332 | $49+10800.0% | $46+11600.0% | $86+6128.7% |
| Admin fee / account holder | $0 | $3,644-100.0% | $3,644-100.0% | $50,584-100.0% |