Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,150 | $100,805-91.9% | $86,698-90.6% | $134,532-93.9% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -21.85% | 29.09%-50.9pp | 35.95%-57.8pp | 418.27%-440.1pp |
| Employer contribution / active EE | $1,591 | $3,490-54.4% | $2,837-43.9% | $4,741-66.5% |
| Participant deferral / active EE | $1,825 | $5,339-65.8% | $4,656-60.8% | $6,401-71.5% |
| Admin fee / account holder | $236 | $10,925-97.8% | $7,493-96.9% | $11,429-97.9% |