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 | $0 | $40,796-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 66.7%-66.7pp | - |
| Annual return | -16.68% | -10.87%-5.8pp | -15.01%-1.7pp | - |
| Employer contribution / active EE | $0 | $0 | $10,071-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $3,821-100.0% | - |
| Admin fee / account holder | $0 | $0 | $12,616-100.0% | - |