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 | $531,493-100.0% | - | $531,493-100.0% |
| Participation rate | 0.0% | 86.9%-86.9pp | 12.5%-12.5pp | 86.9%-86.9pp |
| Annual return | 0.15% | 9.82%-9.7pp | 6.55%-6.4pp | 9.82%-9.7pp |
| Employer contribution / active EE | $17,385 | $22,221-21.8% | $8,764+98.4% | $22,221-21.8% |
| Participant deferral / active EE | $0 | $6,107-100.0% | - | $6,107-100.0% |
| Admin fee / account holder | $0 | $42,466-100.0% | - | $42,466-100.0% |