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% | $328,120-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 33.3%-33.3pp | 34.1%-34.1pp |
| Annual return | 0.00% | 2.43%-2.4pp | 2.81%-2.8pp | 13.02%-13.0pp |
| Employer contribution / active EE | $25,000 | $33,131-24.5% | $30,972-19.3% | $34,257-27.0% |
| Participant deferral / active EE | $5,332 | $95+5500.0% | $89+5900.0% | $62+8541.8% |
| Admin fee / account holder | $0 | $3,644-100.0% | $3,644-100.0% | $39,117-100.0% |