Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $185,312-100.0% | $161,489-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 3.44% | 103.84%-100.4pp | 89.72%-86.3pp | 172.34%-168.9pp |
| Employer contribution / active EE | $2,301 | $4,769-51.8% | $4,268-46.1% | $4,379-47.5% |
| Participant deferral / active EE | $2,646 | $6,350-58.3% | $5,630-53.0% | $6,730-60.7% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |