Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,644 | $175,259-93.4% | $149,723-92.2% | $139,487-91.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -23.25% | 166.82%-190.1pp | 134.50%-157.7pp | 373.84%-397.1pp |
| Employer contribution / active EE | $2,639 | $5,478-51.8% | $4,821-45.3% | $4,755-44.5% |
| Participant deferral / active EE | $6,040 | $6,522-7.4% | $5,682+6.3% | $6,713-10.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |