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 | $44,142 | $181,004-75.6% | $90,312-51.1% | - |
| Participation rate | 0.0% | 58.9%-58.9pp | 72.9%-72.9pp | - |
| Annual return | 0.45% | 7.93%-7.5pp | 18.90%-18.4pp | - |
| Employer contribution / active EE | $0 | $1,877-100.0% | $2,243-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,749-100.0% | - |
| Admin fee / account holder | $91 | $33,727-99.7% | $8,248-98.9% | - |