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 | $103,008-100.0% | $90,304-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 6.23% | 95.22%-89.0pp | 78.13%-71.9pp | 345.43%-339.2pp |
| Employer contribution / active EE | $6,321 | $3,139+101.4% | $2,855+121.4% | $4,764+32.7% |
| Participant deferral / active EE | $5,072 | $4,281+18.5% | $3,885+30.6% | $5,851-13.3% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |