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 | $6,916 | $84,685-91.8% | $73,836-90.6% | $125,389-94.5% |
| Participation rate | 90.9% | 76.8%+14.1pp | 73.4%+17.5pp | 83.2%+7.7pp |
| Annual return | -11.19% | 3123.80%-3135.0pp | 2268.06%-2279.2pp | 282.24%-293.4pp |
| Employer contribution / active EE | $2,267 | $3,123-27.4% | $2,787-18.7% | $4,866-53.4% |
| Participant deferral / active EE | $2,914 | $3,993-27.0% | $3,583-18.7% | $5,352-45.5% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |