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 | $102,609-100.0% | $98,090-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 81.5%-81.5pp | 79.9%-79.9pp |
| Annual return | 11.02% | 36.44%-25.4pp | 37.05%-26.0pp | 145.39%-134.4pp |
| Employer contribution / active EE | $10,000 | $3,867+158.6% | $3,606+177.3% | $4,194+138.4% |
| Participant deferral / active EE | $15,000 | $8,167+83.7% | $7,845+91.2% | $6,396+134.5% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |