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 | $3,128 | $39,798-92.1% | $67,704-95.4% | $59,633-94.8% |
| Participation rate | 85.7% | 57.4%+28.4pp | 67.5%+18.2pp | 68.7%+17.0pp |
| Annual return | -5.22% | 89.94%-95.2pp | 25.41%-30.6pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $548 | $1,393-60.7% | $2,559-78.6% | $2,203-75.1% |
| Participant deferral / active EE | $1,736 | $2,335-25.6% | $3,585-51.6% | $3,192-45.6% |
| Admin fee / account holder | $42 | $3,212-98.7% | $4,255-99.0% | $4,297-99.0% |