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 | $84,414-100.0% | $165,100-100.0% | - |
| Participation rate | 0.0% | 69.4%-69.4pp | 78.6%-78.6pp | - |
| Annual return | 6.13% | 13.94%-7.8pp | 70.21%-64.1pp | - |
| Employer contribution / active EE | $0 | $2,400-100.0% | $4,348-100.0% | - |
| Participant deferral / active EE | $0 | $4,277-100.0% | $6,035-100.0% | - |
| Admin fee / account holder | $0 | $4,429-100.0% | $12,696-100.0% | - |