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 | $151,490-100.0% | $100,415-100.0% | - |
| Participation rate | 0.0% | 67.5%-67.5pp | 81.5%-81.5pp | - |
| Annual return | 5.34% | 14.17%-8.8pp | 49.47%-44.1pp | - |
| Employer contribution / active EE | $0 | $2,542-100.0% | $3,943-100.0% | - |
| Participant deferral / active EE | $0 | $4,237-100.0% | $8,091-100.0% | - |
| Admin fee / account holder | $0 | $25,345-100.0% | $7,906-100.0% | - |