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 | $107,806-100.0% | $90,655-100.0% | $135,382-100.0% |
| Participation rate | 0.0% | 78.0%-78.0pp | 74.0%-74.0pp | 82.6%-82.6pp |
| Annual return | -10.37% | -0.90%-9.5pp | 1.89%-12.3pp | 519.77%-530.1pp |
| Employer contribution / active EE | $4,400 | $3,018+45.8% | $2,532+73.8% | $4,779-7.9% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,425-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,829-100.0% |