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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,767 | $52,911-72.1% | $73,309-79.9% | $59,633-75.2% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -11.66% | 12.20%-23.9pp | 5.67%-17.3pp | 2041.45%-2053.1pp |
| Employer contribution / active EE | $6,796 | $1,909+256.0% | $3,237+109.9% | $2,203+208.5% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,835-100.0% | $5,635-100.0% | $4,297-100.0% |