Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,350 | $87,132-90.4% | $105,624-92.1% | $80,959-89.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | -69.13% | 17.03%-86.2pp | 116.20%-185.3pp | 35.67%-104.8pp |
| Employer contribution / active EE | $735 | $2,397-69.3% | $3,168-76.8% | $2,757-73.3% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $127 | $8,449-98.5% | $10,961-98.8% | $6,925-98.2% |