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 | $14,340 | $97,732-85.3% | $83,831-82.9% | $135,380-89.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -16.05% | 1287.56%-1303.6pp | 850.99%-867.0pp | 519.81%-535.9pp |
| Employer contribution / active EE | $3,514 | $4,222-16.8% | $3,631-3.2% | $4,779-26.5% |
| Participant deferral / active EE | $6,639 | $4,683+41.8% | $4,082+62.6% | $5,609+18.4% |
| Admin fee / account holder | $72 | $6,675-98.9% | $5,479-98.7% | $10,828-99.3% |