Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,479-100.0% | $62,929-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 66.9%-66.9pp | 73.1%-73.1pp | 68.1%-68.1pp |
| Annual return | 8.52% | 20.34%-11.8pp | 1063.93%-1055.4pp | 41.64%-33.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,280 | $2,870-55.4% | $3,888-67.1% | $4,139-69.1% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |