Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $62,209-100.0% | $589,148-100.0% | $62,209-100.0% |
| Participation rate | 0.0% | 71.6%-71.6pp | 78.9%-78.9pp | 71.6%-71.6pp |
| Annual return | -87.88% | -17.02%-70.9pp | 4.37%-92.3pp | -17.02%-70.9pp |
| Employer contribution / active EE | $4,898 | $2,624+86.7% | $34,823-85.9% | $2,624+86.7% |
| Participant deferral / active EE | $0 | $2,001-100.0% | $7,344-100.0% | $2,001-100.0% |
| Admin fee / account holder | $0 | $3,274-100.0% | $16,101-100.0% | $3,274-100.0% |