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 | $68,458-100.0% | $68,458-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 10.1%-10.1pp | 46.4%-46.4pp |
| Annual return | -8.67% | -0.13%-8.5pp | -0.87%-7.8pp | -82.66%+74.0pp |
| Employer contribution / active EE | $37,500 | $29,094+28.9% | $21,826+71.8% | $43,771-14.3% |
| Participant deferral / active EE | $0 | $764-100.0% | $656-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $165-100.0% | $165-100.0% | $11,204-100.0% |