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 | $169,336-100.0% | $129,384-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 7.41% | 14408.70%-14401.3pp | 9461.77%-9454.4pp | 551.85%-544.4pp |
| Employer contribution / active EE | $204 | $5,540-96.3% | $4,153-95.1% | $4,662-95.6% |
| Participant deferral / active EE | $2,251 | $4,985-54.8% | $4,166-46.0% | $6,690-66.3% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |