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 | $227,291-100.0% | $214,702-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 88.0%-88.0pp | 87.5%-87.5pp | 80.8%-80.8pp |
| Annual return | 8.93% | 60.08%-51.1pp | 54.55%-45.6pp | 148.84%-139.9pp |
| Employer contribution / active EE | $4,553 | $6,772-32.8% | $6,461-29.5% | $4,248+7.2% |
| Participant deferral / active EE | $13,548 | $9,582+41.4% | $9,147+48.1% | $6,531+107.4% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |