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 | $7,635 | $80,530-90.5% | $90,304-91.5% | - |
| Participation rate | 0.0% | 58.0%-58.0pp | 73.3%-73.3pp | - |
| Annual return | 1.58% | 36.03%-34.5pp | 78.13%-76.6pp | - |
| Employer contribution / active EE | $0 | $1,117-100.0% | $2,855-100.0% | - |
| Participant deferral / active EE | $0 | $2,324-100.0% | $3,885-100.0% | - |
| Admin fee / account holder | $55 | $3,788-98.5% | $5,354-99.0% | - |