Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $134,001-100.0% | $112,258-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -29.55% | 47.15%-76.7pp | 27.47%-57.0pp | 418.13%-447.7pp |
| Employer contribution / active EE | $3,767 | $4,039-6.8% | $3,636+3.6% | $4,741-20.5% |
| Participant deferral / active EE | $15,281 | $5,291+188.8% | $4,728+223.2% | $6,400+138.7% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |