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 | $77,962-100.0% | $178,540-100.0% | $80,935-100.0% |
| Participation rate | 0.0% | 65.7%-65.7pp | 77.1%-77.1pp | 67.7%-67.7pp |
| Annual return | 5.17% | 18.10%-12.9pp | 27.15%-22.0pp | 35.66%-30.5pp |
| Employer contribution / active EE | $5,571 | $2,280+144.3% | $3,953+40.9% | $2,757+102.1% |
| Participant deferral / active EE | $8,257 | $4,404+87.5% | $6,281+31.5% | $4,299+92.1% |
| Admin fee / account holder | $0 | $7,156-100.0% | $10,424-100.0% | $6,924-100.0% |