Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,506 | $135,645-93.7% | $110,243-92.3% | $135,380-93.7% |
| Participation rate | 91.3% | 83.5%+7.8pp | 79.8%+11.5pp | 82.6%+8.7pp |
| Annual return | -9.25% | 513.24%-522.5pp | 314.76%-324.0pp | 519.81%-529.1pp |
| Employer contribution / active EE | $1,089 | $4,907-77.8% | $3,827-71.6% | $4,779-77.2% |
| Participant deferral / active EE | $4,362 | $5,507-20.8% | $4,672-6.6% | $5,609-22.2% |
| Admin fee / account holder | $15 | $11,458-99.9% | $8,548-99.8% | $10,828-99.9% |