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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,215,646 | $503,327+141.5% | $344,859+252.5% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.5%-23.5pp | - |
| Annual return | -26.89% | 55.68%-82.6pp | -8.04%-18.8pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $29,691-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $388-100.0% | - |