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 | $9,263 | $84,518-89.0% | $67,704-86.3% | $125,388-92.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -4.34% | 2.57%-6.9pp | 25.41%-29.7pp | 282.24%-286.6pp |
| Employer contribution / active EE | $1,943 | $3,292-41.0% | $2,559-24.1% | $4,866-60.1% |
| Participant deferral / active EE | $2,071 | $4,430-53.2% | $3,585-42.2% | $5,352-61.3% |
| Admin fee / account holder | $40 | $5,340-99.3% | $4,255-99.1% | $9,541-99.6% |