Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $72,027-100.0% | $185,835-100.0% | $79,852-100.0% |
| Participation rate | 0.0% | 65.8%-65.8pp | 78.0%-78.0pp | 69.6%-69.6pp |
| Annual return | 9.79% | 23.13%-13.3pp | 35.96%-26.2pp | 31.72%-21.9pp |
| Employer contribution / active EE | $2,858 | $1,965+45.4% | $4,087-30.1% | $2,471+15.7% |
| Participant deferral / active EE | $7,658 | $3,780+102.6% | $5,633+35.9% | $3,740+104.7% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,502-100.0% | $5,306-100.0% |