Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,057 | $97,729-88.7% | $83,830-86.8% | $135,379-91.8% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -14.05% | 1287.52%-1301.6pp | 850.97%-865.0pp | 519.79%-533.8pp |
| Employer contribution / active EE | $1,788 | $4,222-57.6% | $3,631-50.8% | $4,779-62.6% |
| Participant deferral / active EE | $3,410 | $4,683-27.2% | $4,082-16.4% | $5,609-39.2% |
| Admin fee / account holder | $103 | $6,674-98.5% | $5,479-98.1% | $10,828-99.1% |