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 | $10,195 | $211,946-95.2% | $169,452-94.0% | $135,380-92.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.67% | 3.26%-12.9pp | 1.83%-11.5pp | 519.81%-529.5pp |
| Employer contribution / active EE | $3,077 | $5,117-39.9% | $4,157-26.0% | $4,779-35.6% |
| Participant deferral / active EE | $3,290 | $6,075-45.8% | $5,277-37.7% | $5,609-41.3% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |