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 | $8,054 | $60,788-86.8% | $85,709-90.6% | $79,391-89.9% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.9%+30.1pp | 70.7%+29.3pp |
| Annual return | -6.17% | 16.57%-22.7pp | 21.49%-27.7pp | 116.88%-123.0pp |
| Employer contribution / active EE | $463 | $1,664-72.2% | $2,619-82.3% | $2,428-80.9% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $3,924-100.0% | $4,046-100.0% |
| Admin fee / account holder | $2 | $439-99.6% | $6,876-100.0% | $627-99.7% |