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 | $46,732-100.0% | $156,551-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 65.8%-65.8pp | 84.0%-84.0pp | 69.0%-69.0pp |
| Annual return | 1.02% | 17.72%-16.7pp | 32.23%-31.2pp | 169.23%-168.2pp |
| Employer contribution / active EE | $2,113 | $2,105+0.4% | $5,501-61.6% | $1,963+7.7% |
| Participant deferral / active EE | $1,857 | $2,204-15.8% | $4,871-61.9% | $3,054-39.2% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |