Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,938 | $167,323-96.5% | $143,770-95.9% | $134,493-95.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.50% | 0.47%-32.0pp | -0.04%-31.5pp | 418.01%-449.5pp |
| Employer contribution / active EE | $1,751 | $5,619-68.8% | $4,951-64.6% | $4,740-63.1% |
| Participant deferral / active EE | $3,023 | $6,446-53.1% | $5,638-46.4% | $6,400-52.8% |
| Admin fee / account holder | $145 | $18,088-99.2% | $14,673-99.0% | $11,425-98.7% |