Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $4,434 | $90,617-95.1% | $79,476-94.4% | $135,382-96.7% |
| Participation rate | 81.3% | 76.1%+5.2pp | 73.3%+7.9pp | 82.6%-1.4pp |
| Annual return | -13.10% | 977.57%-990.7pp | 718.21%-731.3pp | 519.77%-532.9pp |
| Employer contribution / active EE | $784 | $3,068-74.4% | $2,800-72.0% | $4,779-83.6% |
| Participant deferral / active EE | $644 | $4,050-84.1% | $3,704-82.6% | $5,609-88.5% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |