Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,489 | $54,380-95.4% | $68,509-96.4% | $59,633-95.8% |
| Participation rate | 72.0% | 70.2%+1.8pp | 74.7%-2.7pp | 68.7%+3.3pp |
| Annual return | -3.90% | 2.83%-6.7pp | 8.27%-12.2pp | 2041.40%-2045.3pp |
| Employer contribution / active EE | $940 | $1,539-38.9% | $2,278-58.7% | $2,203-57.3% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $8 | $3,885-99.8% | $5,275-99.8% | $4,297-99.8% |