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 | $17,987 | $131,835-86.4% | $108,582-83.4% | $273,972-93.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.20% | -91.57%+92.8pp | -51.70%+52.9pp | 41.46%-40.3pp |
| Employer contribution / active EE | $3,669 | $4,913-25.3% | $3,758-2.4% | $4,869-24.6% |
| Participant deferral / active EE | $7,207 | $5,127+40.6% | $4,311+67.2% | $5,287+36.3% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |