Sign up free to preview peer percentile detail
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 | $148,629-100.0% | $135,982-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 6.93% | 79.33%-72.4pp | 68.32%-61.4pp | 373.84%-366.9pp |
| Employer contribution / active EE | $9,000 | $5,247+71.5% | $4,859+85.2% | $4,755+89.3% |
| Participant deferral / active EE | $30,000 | $8,102+270.3% | $7,760+286.6% | $6,713+346.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |