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 | $4,991 | $59,819-91.7% | $79,583-93.7% | $68,490-92.7% |
| Participation rate | 83.0% | 61.1%+21.9pp | 69.5%+13.5pp | 67.9%+15.1pp |
| Annual return | -24.04% | -12.30%-11.7pp | 0.16%-24.2pp | -7.85%-16.2pp |
| Employer contribution / active EE | $1,189 | $1,505-21.0% | $2,414-50.7% | $2,597-54.2% |
| Participant deferral / active EE | $1,856 | $3,025-38.7% | $3,986-53.4% | $4,028-53.9% |
| Admin fee / account holder | $137 | $4,835-97.2% | $6,835-98.0% | $5,403-97.5% |