Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,672 | $92,766-95.0% | $82,763-94.4% | $134,545-96.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.31% | 946.97%-968.3pp | 702.45%-723.8pp | 418.37%-439.7pp |
| Employer contribution / active EE | $1,372 | $3,273-58.1% | $3,008-54.4% | $4,742-71.1% |
| Participant deferral / active EE | $1,647 | $4,802-65.7% | $4,395-62.5% | $6,401-74.3% |
| Admin fee / account holder | $18 | $5,978-99.7% | $5,325-99.7% | $11,431-99.8% |