Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,582 | $92,219-83.1% | $76,768-79.7% | $135,379-88.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -14.15% | 5.46%-19.6pp | 2.43%-16.6pp | 519.79%-533.9pp |
| Employer contribution / active EE | $1,949 | $3,216-39.4% | $2,485-21.6% | $4,779-59.2% |
| Participant deferral / active EE | $6,114 | $4,508+35.6% | $3,852+58.7% | $5,609+9.0% |
| Admin fee / account holder | $196 | $10,749-98.2% | $6,675-97.1% | $10,828-98.2% |