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 | $185,883-100.0% | $170,043-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 9.17% | 60.54%-51.4pp | 53.40%-44.2pp | 373.66%-364.5pp |
| Employer contribution / active EE | $10,500 | $7,596+38.2% | $6,790+54.6% | $4,754+120.9% |
| Participant deferral / active EE | $30,000 | $11,626+158.1% | $10,410+188.2% | $6,712+347.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |