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 | $9,978 | $99,011-89.9% | $86,582-88.5% | $147,586-93.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -99.65% | 1312.75%-1412.4pp | 965.08%-1064.7pp | 578.59%-678.2pp |
| Employer contribution / active EE | $467 | $3,132-85.1% | $2,839-83.6% | $4,876-90.4% |
| Participant deferral / active EE | $9,350 | $3,972+135.4% | $3,609+159.1% | $5,439+71.9% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |