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 | $181,004-100.0% | $203,872-100.0% | - |
| Participation rate | 0.0% | 58.9%-58.9pp | 77.8%-77.8pp | - |
| Annual return | 2.25% | 7.93%-5.7pp | 85.11%-82.9pp | - |
| Employer contribution / active EE | $0 | $1,877-100.0% | $3,757-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $6,388-100.0% | - |
| Admin fee / account holder | $0 | $33,727-100.0% | $11,730-100.0% | - |