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 | $97,765-100.0% | $103,486-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 80.5%-80.5pp | 80.3%-80.3pp |
| Annual return | 0.00% | 25.44%-25.4pp | 23.93%-23.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $0 | $4,687-100.0% | $4,679-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,606-100.0% | $6,628-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,354-100.0% | $13,392-100.0% |