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 | $127,296-100.0% | $109,907-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.2%-74.2pp | 82.1%-82.1pp |
| Annual return | 0.05% | 22.97%-22.9pp | 29.46%-29.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,200 | $3,325-63.9% | $2,844-57.8% | $4,839-75.2% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |