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 | $83,337-100.0% | $67,834-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 68.8%-68.8pp | 83.0%-83.0pp |
| Annual return | -0.74% | 259.45%-260.2pp | 138.47%-139.2pp | 41.46%-42.2pp |
| Employer contribution / active EE | $16,200 | $3,287+392.8% | $2,403+574.1% | $4,869+232.7% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |